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Integrated Wealth Concepts’s Principal Active High Yield ETF YLD Stock Holding History

Integrated Wealth Concepts’s Portfolio YLD Stock Details YLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.74M Buy
353,081
+3,506
+1% +$66.6K 0.03% 484
2026
Q1 		$6.63M Sell
349,575
-70,176
-17% -$1.34M 0.05% 338
2025
Q4 		$7.98M Buy
419,751
+24,389
+6% +$466K 0.09% 192
2025
Q3 		$7.69M Buy
395,362
+119,112
+43% +$2.3M 0.07% 275
2025
Q2 		$5.35M Buy
276,250
+13,820
+5% +$261K 0.05% 320
2025
Q1 		$5M Buy
+262,430
New +$5.06M 0.06% 315

Other funds holding YLD

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Integrated Wealth Concepts's YLD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Principal Active High Yield ETF (YLD) stake by 1% in Q2 2026, buying an estimated $66.6K and bringing the position to 353,081 shares worth $6.74M. The position accounts for 0.03% of the portfolio, ranked #484.

Integrated Wealth Concepts first reported a position in YLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.98M in Q4 2025. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Integrated Wealth Concepts held 353,081 shares of Principal Active High Yield ETF worth $6.74M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,506 Principal Active High Yield ETF shares in Q2 2026, an estimated $66.6K.
  • Principal Active High Yield ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #484 holding.
  • Integrated Wealth Concepts first reported a position in Principal Active High Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Principal Active High Yield ETF position peaked at $7.98M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.