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Laurel Wealth Advisors (California)’s Principal Active High Yield ETF YLD Stock Holding History

Laurel Wealth Advisors (California)’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
2020
Q1 		– Sell
-14,928
Closed -$306K – 449
2019
Q4 		$306K Buy
+14,928
New +$302K 0.05% 338

Other funds holding YLD

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Laurel Wealth Advisors (California)'s YLD Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of Principal Active High Yield ETF (YLD) in Q1 2020, closing a stake of 14,928 shares — an estimated $306K sold.

Laurel Wealth Advisors (California) first reported a position in YLD in Q4 2019 and held it in 1 quarter. The position peaked at $306K in Q4 2019. 22 funds tracked by Wall St. Rank hold YLD as of Q1 2020.

  • Laurel Wealth Advisors (California) reported no remaining Principal Active High Yield ETF position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 14,928 Principal Active High Yield ETF shares in Q1 2020, an estimated $306K.
  • Laurel Wealth Advisors (California) first reported a position in Principal Active High Yield ETF in Q4 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Principal Active High Yield ETF position peaked at $306K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.