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LM Advisors’s Principal Active High Yield ETF YLD Stock Holding History

LM Advisors’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
2024
Q1 		– Sell
-1,000
Closed -$18.9K – 717
2023
Q4 		$18.9K Buy
+1,000
New +$18.3K ﹤0.01% 443

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return

LM Advisors's YLD Position: Q1 2024 in Review

LM Advisors sold out of Principal Active High Yield ETF (YLD) in Q1 2024, closing a stake of 1,000 shares — an estimated $18.9K sold.

LM Advisors first reported a position in YLD in Q4 2023 and held it in 1 quarter. The position peaked at $18.9K in Q4 2023. 37 funds tracked by Wall St. Rank hold YLD as of Q1 2024.

  • LM Advisors reported no remaining Principal Active High Yield ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 1,000 Principal Active High Yield ETF shares in Q1 2024, an estimated $18.9K.
  • LM Advisors first reported a position in Principal Active High Yield ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Principal Active High Yield ETF position peaked at $18.9K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.