Milestones Private Investment Advisors’s Principal Active High Yield ETF YLD Stock Holding History

Milestones Private Investment 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
2026 Q2	$426K	Buy	22,314 +1,091	+5%	+$20.7K	0.34%	49
2026 Q1	$402K	Buy	21,223 +2,558	+14%	+$48.7K	0.35%	52
2025 Q4	$355K	Sell	18,665 -1,269	-6%	-$24.3K	0.24%	88
2025 Q3	$388K	Sell	19,934 -870	-4%	-$16.8K	0.26%	85
2025 Q2	$403K	Buy	+20,804	New	+$393K	0.3%	78

Other funds holding YLD

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

Milestones Private Investment Advisors's YLD Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its Principal Active High Yield ETF (YLD) stake by 5.1% in Q2 2026, buying an estimated $20.7K and bringing the position to 22,314 shares worth $426K. The position accounts for 0.34% of the portfolio, ranked #49.

Milestones Private Investment Advisors first reported a position in YLD in Q2 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Milestones Private Investment Advisors held 22,314 shares of Principal Active High Yield ETF worth $426K as of Q2 2026.
Milestones Private Investment Advisors bought 1,091 Principal Active High Yield ETF shares in Q2 2026, an estimated $20.7K.
Principal Active High Yield ETF made up 0.34% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #49 holding.
Milestones Private Investment Advisors first reported a position in Principal Active High Yield ETF in Q2 2025 and has held it in 5 quarters since.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.