KOMWMG
YLD icon

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
Quarter Market Value Status Shares Shares
Change % 		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% +$3.64M 3.94% 8
2024
Q3 		$1.73M Buy
+88,506
New +$1.73M 1.44% 19