MWMDPGFG
YLD icon

MLG Wealth Management DBA Pine Grove Financial Group’s Principal Active High Yield ETF YLD Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$5.63M Buy
+296,052
New +$5.66M 0.68% 39

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's YLD Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Principal Active High Yield ETF (YLD) in Q4 2025: 296,052 shares worth $5.63M. The stake represents 0.68% of the portfolio and ranks #39 among its holdings.

72 funds tracked by Wall St. Rank hold YLD as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 296,052 shares of Principal Active High Yield ETF worth $5.63M as of Q4 2025.
  • Principal Active High Yield ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Principal Active High Yield ETF made up 0.68% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #39 holding.
  • 72 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.