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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
Q2 		$8.34M Buy
437,028
+215,859
+98% +$4.1M 0.32% 36
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 $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $3.75B AUM 46.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

McAdam LLC's YLD Position: Q2 2026 in Review

McAdam LLC increased its Principal Active High Yield ETF (YLD) stake by 98% in Q2 2026, buying an estimated $4.1M and bringing the position to 437,028 shares worth $8.34M. The position accounts for 0.32% of the portfolio, ranked #36.

McAdam LLC first reported a position in YLD in Q3 2024 and has held it in 8 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • McAdam LLC held 437,028 shares of Principal Active High Yield ETF worth $8.34M as of Q2 2026.
  • McAdam LLC bought 215,859 Principal Active High Yield ETF shares in Q2 2026, an estimated $4.1M.
  • Principal Active High Yield ETF made up 0.32% of McAdam LLC's portfolio in Q2 2026, its #36 holding.
  • McAdam LLC first reported a position in Principal Active High Yield ETF in Q3 2024 and has held it in 8 quarters since.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.