Morgan Stanley’s Principal Active High Yield ETF YLD Stock Holding History

Morgan Stanley’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	–	Sell	-101	Closed	-$1.92K	–	8610
2026 Q1	$1.92K	Hold	101	–	–	﹤0.01%	7340
2025 Q4	$1.93K	Sell	101 -50	-33%	-$956	﹤0.01%	7249
2025 Q3	$2.94K	Hold	151	–	–	﹤0.01%	7218
2025 Q2	$2.93K	Buy	151 +1	+0.7%	+$19	﹤0.01%	7151
2025 Q1	$2.86K	Buy	150 +149	+14,900%	+$2.88K	﹤0.01%	7104
2024 Q4	$32	Buy	+1	New	+$19	﹤0.01%	7758
2024 Q3	–	Sell	-1	Closed	-$29	–	8038
2024 Q2	$29	Buy	+1	New	+$19	﹤0.01%	7684
2024 Q1	–	Sell	-43	Closed	-$828	–	7981
2023 Q4	$828	Buy	+43	New	+$786	﹤0.01%	7156
2022 Q3	–	Sell	-754	Closed	-$13K	–	7900
2022 Q2	$13K	Hold	754	–	–	﹤0.01%	7142
2022 Q1	$15K	Hold	754	–	–	﹤0.01%	7267
2021 Q4	$16K	Buy	+754	New	+$15.7K	﹤0.01%	7308
2021 Q1	–	Sell	-6,116	Closed	-$121K	–	7578
2020 Q4	$121K	Buy	+6,116	New	+$118K	﹤0.01%	5833
2020 Q3	–	Sell	-2,500	Closed	-$45K	–	6842
2020 Q2	$45K	Buy	+2,500	New	+$43.9K	﹤0.01%	5715
2017 Q1	–	Sell	-1,300	Closed	-$26K	–	6620
2016 Q4	$26K	Buy	+1,300	New	+$26.1K	﹤0.01%	5939

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 22.9% 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

Morgan Stanley's YLD Position: Q2 2026 in Review

Morgan Stanley sold out of Principal Active High Yield ETF (YLD) in Q2 2026, closing a stake of 101 shares — an estimated $1.92K sold.

Morgan Stanley first reported a position in YLD in Q4 2016 and held it in 14 quarters. The position peaked at $121K in Q4 2020. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Morgan Stanley reported no remaining Principal Active High Yield ETF position as of Q2 2026 after selling out during the quarter.
Morgan Stanley sold 101 Principal Active High Yield ETF shares in Q2 2026, an estimated $1.92K.
Morgan Stanley first reported a position in Principal Active High Yield ETF in Q4 2016 and held it in 14 quarters.
Morgan Stanley's Principal Active High Yield ETF position peaked at $121K in Q4 2020.
69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.