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Liberty Wealth Management’s Principal Active High Yield ETF YLD Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-78
Closed -$2K – 1137
2021
Q3 		$2K Buy
+78
New +$1.63K ﹤0.01% 1086

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Liberty Wealth Management's YLD Position: Q4 2021 in Review

Liberty Wealth Management sold out of Principal Active High Yield ETF (YLD) in Q4 2021, closing a stake of 78 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in YLD in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 21 funds tracked by Wall St. Rank hold YLD as of Q4 2021.

  • Liberty Wealth Management reported no remaining Principal Active High Yield ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 78 Principal Active High Yield ETF shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Principal Active High Yield ETF in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Principal Active High Yield ETF position peaked at $2K in Q3 2021.
  • 21 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.