Legacy CG
YLD icon

Legacy CG’s Principal Active High Yield ETF YLD Stock Holding History

Legacy CG’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
Q3 		– Sell
-324,134
Closed -$6.28M – 53
2025
Q2 		$6.28M Sell
324,134
-630
-0.2% -$11.9K 1.87% 24
2025
Q1 		$6.19M Buy
324,764
+69,836
+27% +$1.35M 2% 17
2024
Q4 		$4.89M Sell
254,928
-778
-0.3% -$15.1K 1.5% 28
2024
Q3 		$4.99M Sell
255,706
-1,376
-0.5% -$26.5K 1.63% 26
2024
Q2 		$4.9M Buy
+257,082
New +$4.88M 1.67% 29

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nicolet Advisory Services
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Legacy CG's YLD Position: Q3 2025 in Review

Legacy CG sold out of Principal Active High Yield ETF (YLD) in Q3 2025, closing a stake of 324,134 shares — an estimated $6.28M sold.

Legacy CG first reported a position in YLD in Q2 2024 and held it in 5 quarters. The position peaked at $6.28M in Q2 2025. 68 funds tracked by Wall St. Rank hold YLD as of Q3 2025.

  • Legacy CG reported no remaining Principal Active High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy CG sold 324,134 Principal Active High Yield ETF shares in Q3 2025, an estimated $6.28M.
  • Legacy CG first reported a position in Principal Active High Yield ETF in Q2 2024 and held it in 5 quarters.
  • Legacy CG's Principal Active High Yield ETF position peaked at $6.28M in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q3 2025.

Based on Legacy CG's 13F filing for Q3 2025, filed 23 Oct 2025.