Janney Montgomery Scott
YLD icon

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
Q2 		$283K Hold
14,823
– – ﹤0.01% 2781
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

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

Janney Montgomery Scott's YLD Position: Q2 2026 in Review

Janney Montgomery Scott held its Principal Active High Yield ETF (YLD) position steady in Q2 2026 at 14,823 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

Janney Montgomery Scott first reported a position in YLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.03M in Q3 2023. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Janney Montgomery Scott held 14,823 shares of Principal Active High Yield ETF worth $283K as of Q2 2026.
  • Janney Montgomery Scott left its Principal Active High Yield ETF share count unchanged in Q2 2026.
  • Principal Active High Yield ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2781 holding.
  • Janney Montgomery Scott first reported a position in Principal Active High Yield ETF in Q1 2023 and has held it in 14 quarters since.
  • Janney Montgomery Scott's Principal Active High Yield ETF position peaked at $1.03M in Q3 2023.
  • 69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.