Jones Financial Companies
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Jones Financial Companies’s Principal Active High Yield ETF YLD Stock Holding History

Jones Financial Companies’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
Q3 		– Sell
-113
Closed -$2.18K – 4395
2025
Q2 		$2.18K Buy
+113
New +$2.14K ﹤0.01% 3445

Other funds holding YLD

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Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Jones Financial Companies's YLD Position: Q3 2025 in Review

Jones Financial Companies sold out of Principal Active High Yield ETF (YLD) in Q3 2025, closing a stake of 113 shares — an estimated $2.18K sold.

Jones Financial Companies first reported a position in YLD in Q2 2025 and held it in 1 quarter. The position peaked at $2.18K in Q2 2025. 68 funds tracked by Wall St. Rank hold YLD as of Q3 2025.

  • Jones Financial Companies reported no remaining Principal Active High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 113 Principal Active High Yield ETF shares in Q3 2025, an estimated $2.18K.
  • Jones Financial Companies first reported a position in Principal Active High Yield ETF in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's Principal Active High Yield ETF position peaked at $2.18K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.