Kestra Advisory Services’s Principal Active High Yield ETF YLD Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-9,206	Closed	-$175K	–	4437
2025 Q4	$175K	Sell	9,206 -1,055	-10%	-$20.2K	﹤0.01%	3009
2025 Q3	$200K	Sell	10,261 -997	-9%	-$19.2K	﹤0.01%	2747
2025 Q2	$218K	Buy	+11,258	New	+$213K	﹤0.01%	2603

Other funds holding YLD

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kestra Advisory Services's YLD Position: Q1 2026 in Review

Kestra Advisory Services sold out of Principal Active High Yield ETF (YLD) in Q1 2026, closing a stake of 9,206 shares — an estimated $175K sold.

Kestra Advisory Services first reported a position in YLD in Q2 2025 and held it in 3 quarters. The position peaked at $218K in Q2 2025. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

Kestra Advisory Services reported no remaining Principal Active High Yield ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 9,206 Principal Active High Yield ETF shares in Q1 2026, an estimated $175K.
Kestra Advisory Services first reported a position in Principal Active High Yield ETF in Q2 2025 and held it in 3 quarters.
Kestra Advisory Services's Principal Active High Yield ETF position peaked at $218K in Q2 2025.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.