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Kerntke Otto McGlone Wealth Management Group’s Principal Active High Yield ETF YLD Stock Holding History

Kerntke Otto McGlone Wealth Management 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
Q1 		– Sell
-278,513
Closed -$5.34M – 85
2024
Q4 		$5.34M Buy
278,513
+190,007
+215% +$3.69M 3.94% 8
2024
Q3 		$1.73M Buy
+88,506
New +$1.71M 1.44% 19

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LPL Financial
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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's YLD Position: Q1 2025 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Principal Active High Yield ETF (YLD) in Q1 2025, closing a stake of 278,513 shares — an estimated $5.34M sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in YLD in Q3 2024 and held it in 2 quarters. The position peaked at $5.34M in Q4 2024. 57 funds tracked by Wall St. Rank hold YLD as of Q1 2025.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Principal Active High Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 278,513 Principal Active High Yield ETF shares in Q1 2025, an estimated $5.34M.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Principal Active High Yield ETF in Q3 2024 and held it in 2 quarters.
  • Kerntke Otto McGlone Wealth Management Group's Principal Active High Yield ETF position peaked at $5.34M in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2025.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2025, filed 1 May 2025.