Janney Montgomery Scott’s Principal Active High Yield ETF YLD Stock Holding History

Janney Montgomery Scott’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 Q1	$281K	Sell	14,823 -150	-1%	-$2.86K	﹤0.01%	2432
2025 Q4	$285K	Hold	14,973	–	–	﹤0.01%	2585
2025 Q3	$291K	Sell	14,973 -234	-2%	-$4.51K	﹤0.01%	2515
2025 Q2	$295K	Hold	15,207	–	–	﹤0.01%	2339
2025 Q1	$290K	Sell	15,207 -1,050	-6%	-$20.3K	﹤0.01%	2320
2024 Q4	$312K	Sell	16,257 -4,404	-21%	-$85.6K	﹤0.01%	2285
2024 Q3	$404K	Hold	20,661	–	–	﹤0.01%	2111
2024 Q2	$394K	Buy	20,661 +63	+0.3%	+$1.2K	﹤0.01%	2057
2024 Q1	$395K	Buy	20,598 +4,000	+24%	+$75.8K	﹤0.01%	2157
2023 Q4	$313K	Sell	16,598 -40,394	-71%	-$739K	﹤0.01%	2192
2023 Q3	$1.03M	Buy	56,992 +37,998	+200%	+$695K	﹤0.01%	1327
2023 Q2	$349K	Buy	18,994 +250	+1%	+$4.57K	﹤0.01%	2142
2023 Q1	$343K	Buy	+18,744	New	+$341K	﹤0.01%	1969

Other funds holding YLD

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $3.25B AUM 28.52% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott's YLD Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Principal Active High Yield ETF (YLD) stake by 1% in Q1 2026, selling an estimated $2.86K and leaving 14,823 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Janney Montgomery Scott first reported a position in YLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q3 2023. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

Janney Montgomery Scott held 14,823 shares of Principal Active High Yield ETF worth $281K as of Q1 2026.
Janney Montgomery Scott sold 150 Principal Active High Yield ETF shares in Q1 2026, an estimated $2.86K.
Principal Active High Yield ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2432 holding.
Janney Montgomery Scott first reported a position in Principal Active High Yield ETF in Q1 2023 and has held it in 13 quarters since.
Janney Montgomery Scott's Principal Active High Yield ETF position peaked at $1.03M in Q3 2023.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.