Moran Wealth Management’s Principal Active High Yield ETF YLD Stock Holding History

Moran Wealth Management’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
2023 Q3	–	Sell	-329,424	Closed	-$6.05M	–	437
2023 Q2	$6.05M	Buy	+329,424	New	+$6.02M	0.23%	142

Other funds holding YLD

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Moran Wealth Management's YLD Position: Q3 2023 in Review

Moran Wealth Management sold out of Principal Active High Yield ETF (YLD) in Q3 2023, closing a stake of 329,424 shares — an estimated $6.05M sold.

Moran Wealth Management first reported a position in YLD in Q2 2023 and held it in 1 quarter. The position peaked at $6.05M in Q2 2023. 23 funds tracked by Wall St. Rank hold YLD as of Q3 2023.

Moran Wealth Management reported no remaining Principal Active High Yield ETF position as of Q3 2023 after selling out during the quarter.
Moran Wealth Management sold 329,424 Principal Active High Yield ETF shares in Q3 2023, an estimated $6.05M.
Moran Wealth Management first reported a position in Principal Active High Yield ETF in Q2 2023 and held it in 1 quarter.
Moran Wealth Management's Principal Active High Yield ETF position peaked at $6.05M in Q2 2023.
23 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.