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McAdam LLC’s Principal Active High Yield ETF YLD Stock Holding History

McAdam LLC’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 		$4.19M Buy
221,169
+24,565
+12% +$468K 0.19% 69
2025
Q4 		$3.74M Buy
196,604
+25,351
+15% +$485K 0.17% 75
2025
Q3 		$3.33M Buy
171,253
+25,137
+17% +$485K 0.16% 75
2025
Q2 		$2.83M Buy
146,116
+18,206
+14% +$344K 0.16% 76
2025
Q1 		$2.44M Buy
127,910
+29,479
+30% +$569K 0.15% 82
2024
Q4 		$1.89M Buy
98,431
+35,787
+57% +$696K 0.1% 101
2024
Q3 		$1.22M Buy
+62,644
New +$1.21M 0.07% 119

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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 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