Jeff Yass’s Principal Active High Yield ETF YLD Stock Holding History

Jeff Yass’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 Q2	–	Sell	-64,126	Closed	-$1.22M	–	13861
2025 Q1	$1.22M	Buy	+64,126	New	+$1.24M	﹤0.01%	6756
2022 Q3	–	Sell	-17,863	Closed	-$317K	–	14261
2022 Q2	$317K	Buy	+17,863	New	+$337K	﹤0.01%	9427
2021 Q2	–	Sell	-22,856	Closed	-$466K	–	13370
2021 Q1	$466K	Buy	22,856 +3,178	+16%	+$63.8K	﹤0.01%	9646
2020 Q4	$391K	Sell	19,678 -28,536	-59%	-$553K	﹤0.01%	8780
2020 Q3	$909K	Sell	48,214 -12,244	-20%	-$230K	﹤0.01%	6344
2020 Q2	$1.09M	Buy	60,458 +29,558	+96%	+$519K	﹤0.01%	5719
2020 Q1	$499K	Buy	+30,900	New	+$594K	﹤0.01%	6939
2018 Q4	–	Sell	-20,876	Closed	-$425K	–	10113
2018 Q3	$425K	Buy	+20,876	New	+$424K	﹤0.01%	6828

Other funds holding YLD

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Jeff Yass's YLD Position: Q2 2025 in Review

Jeff Yass sold out of Principal Active High Yield ETF (YLD) in Q2 2025, closing a stake of 64,126 shares — an estimated $1.22M sold.

Jeff Yass first reported a position in YLD in Q3 2018 and held it in 8 quarters. The position peaked at $1.22M in Q1 2025. 61 funds tracked by Wall St. Rank hold YLD as of Q2 2025.

Jeff Yass reported no remaining Principal Active High Yield ETF position as of Q2 2025 after selling out during the quarter.
Jeff Yass sold 64,126 Principal Active High Yield ETF shares in Q2 2025, an estimated $1.22M.
Jeff Yass first reported a position in Principal Active High Yield ETF in Q3 2018 and held it in 8 quarters.
Jeff Yass's Principal Active High Yield ETF position peaked at $1.22M in Q1 2025.
61 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2025.

Based on Susquehanna International Group's 13F filing for Q2 2025, filed 14 Aug 2025.