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

Kestra Private Wealth 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	-18,001	Closed	-$342K	–	1887
2025 Q4	$342K	Sell	18,001 -16,085	-47%	-$308K	﹤0.01%	1362
2025 Q3	$663K	Sell	34,086 -4,754	-12%	-$91.7K	0.01%	960
2025 Q2	$752K	Buy	38,840 +643	+2%	+$12.2K	0.01%	856
2025 Q1	$728K	Buy	38,197 +119	+0.3%	+$2.3K	0.01%	797
2024 Q4	$730K	Buy	38,078 +669	+2%	+$13K	0.01%	760
2024 Q3	$731K	Buy	37,409 +646	+2%	+$12.5K	0.01%	730
2024 Q2	$700K	Buy	36,763 +329	+0.9%	+$6.25K	0.01%	703
2024 Q1	$698K	Buy	36,434 +2,604	+8%	+$49.4K	0.02%	674
2023 Q4	$638K	Buy	+33,830	New	+$619K	0.02%	649

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 Private Wealth Services's YLD Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Principal Active High Yield ETF (YLD) in Q1 2026, closing a stake of 18,001 shares — an estimated $342K sold.

Kestra Private Wealth Services first reported a position in YLD in Q4 2023 and held it in 9 quarters. The position peaked at $752K in Q2 2025. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

Kestra Private Wealth Services reported no remaining Principal Active High Yield ETF position as of Q1 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 18,001 Principal Active High Yield ETF shares in Q1 2026, an estimated $342K.
Kestra Private Wealth Services first reported a position in Principal Active High Yield ETF in Q4 2023 and held it in 9 quarters.
Kestra Private Wealth Services's Principal Active High Yield ETF position peaked at $752K in Q2 2025.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.