LPL Financial
YLD icon

LPL Financial’s Principal Active High Yield ETF YLD Stock Holding History

LPL Financial’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 		$25.4M Sell
1,340,035
-24,556
-2% -$468K 0.01% 1310
2025
Q4 		$25.9M Sell
1,364,591
-337,800
-20% -$6.46M 0.01% 1236
2025
Q3 		$33.1M Buy
1,702,391
+290,265
+21% +$5.6M 0.01% 1051
2025
Q2 		$27.4M Buy
1,412,126
+20,543
+1% +$388K 0.01% 1061
2025
Q1 		$26.5M Buy
1,391,583
+760,505
+121% +$14.7M 0.01% 987
2024
Q4 		$12.1M Buy
631,078
+240,837
+62% +$4.68M ﹤0.01% 1399
2024
Q3 		$7.62M Buy
390,241
+76,524
+24% +$1.48M ﹤0.01% 1670
2024
Q2 		$5.98M Buy
313,717
+234,713
+297% +$4.46M ﹤0.01% 1726
2024
Q1 		$1.51M Buy
79,004
+39,749
+101% +$753K ﹤0.01% 2795
2023
Q4 		$740K Sell
39,255
-2,044
-5% -$37.4K ﹤0.01% 3323
2023
Q3 		$745K Buy
41,299
+9,487
+30% +$174K ﹤0.01% 3157
2023
Q2 		$584K Buy
31,812
+3,399
+12% +$62.1K ﹤0.01% 3309
2023
Q1 		$520K Sell
28,413
-12,334
-30% -$225K ﹤0.01% 3292
2022
Q4 		$727K Buy
40,747
+5,677
+16% +$101K ﹤0.01% 2912
2022
Q3 		$608K Buy
35,070
+1,034
+3% +$18.8K ﹤0.01% 2969
2022
Q2 		$604K Sell
34,036
-2,798
-8% -$52.9K ﹤0.01% 3047
2022
Q1 		$734K Sell
36,834
-6,034
-14% -$122K ﹤0.01% 2877
2021
Q4 		$893K Buy
42,868
+2,216
+5% +$46.1K ﹤0.01% 2756
2021
Q3 		$851K Buy
40,652
+178
+0.4% +$3.73K ﹤0.01% 2749
2021
Q2 		$846K Buy
40,474
+8,746
+28% +$181K ﹤0.01% 2706
2021
Q1 		$647K Sell
31,728
-6,706
-17% -$135K ﹤0.01% 2803
2020
Q4 		$763K Buy
38,434
+2,586
+7% +$50.1K ﹤0.01% 2408
2020
Q3 		$676K Sell
35,848
-7,204
-17% -$135K ﹤0.01% 2228
2020
Q2 		$778K Sell
43,052
-14,348
-25% -$252K ﹤0.01% 2036
2020
Q1 		$927K Sell
57,400
-3,912
-6% -$75.2K ﹤0.01% 1664
2019
Q4 		$1.26M Sell
61,312
-1,094
-2% -$22.1K ﹤0.01% 1676
2019
Q3 		$1.25M Buy
62,406
+7,158
+13% +$143K ﹤0.01% 1571
2019
Q2 		$1.11M Sell
55,248
-360
-0.6% -$7.16K ﹤0.01% 1653
2019
Q1 		$1.11M Buy
55,608
+2,574
+5% +$50.4K ﹤0.01% 1592
2018
Q4 		$1.01M Buy
53,034
+10,838
+26% +$214K ﹤0.01% 1533
2018
Q3 		$859K Sell
42,196
-1,720
-4% -$35K ﹤0.01% 1797
2018
Q2 		$884K Buy
43,916
+3,400
+8% +$68.4K ﹤0.01% 1704
2018
Q1 		$809K Buy
40,516
+18,658
+85% +$380K ﹤0.01% 1771
2017
Q4 		$451K Buy
21,858
+1,200
+6% +$25K ﹤0.01% 2150
2017
Q3 		$433K Buy
20,658
+1,240
+6% +$25.9K ﹤0.01% 2059
2017
Q2 		$405K Buy
19,418
+410
+2% +$8.47K ﹤0.01% 2044
2017
Q1 		$390K Sell
19,008
-4,002
-17% -$82.1K ﹤0.01% 2009
2016
Q4 		$466K Buy
23,010
+4,072
+22% +$81.6K ﹤0.01% 1805
2016
Q3 		$383K Hold
18,938
– – ﹤0.01% 1939
2016
Q2 		$369K Buy
18,938
+1,142
+6% +$21.9K ﹤0.01% 1915
2016
Q1 		$332K Buy
+17,796
New +$318K ﹤0.01% 2437

Other funds holding YLD

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $3.25B AUM 28.52% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

LPL Financial's YLD Position: Q1 2026 in Review

LPL Financial reduced its Principal Active High Yield ETF (YLD) stake by 1.8% in Q1 2026, selling an estimated $468K and leaving 1,340,035 shares worth $25.4M. The position accounts for 0.01% of the portfolio, ranked #1310.

LPL Financial first reported a position in YLD in Q1 2016 and has held it in 41 quarters since. The position peaked at $33.1M in Q3 2025. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

  • LPL Financial held 1,340,035 shares of Principal Active High Yield ETF worth $25.4M as of Q1 2026.
  • LPL Financial sold 24,556 Principal Active High Yield ETF shares in Q1 2026, an estimated $468K.
  • Principal Active High Yield ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1310 holding.
  • LPL Financial first reported a position in Principal Active High Yield ETF in Q1 2016 and has held it in 41 quarters since.
  • LPL Financial's Principal Active High Yield ETF position peaked at $33.1M in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.