Morgan Stanley
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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
-86
Closed -$1.66K – 7985
2023
Q4 		$1.66K Buy
+86
New +$1.57K ﹤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

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

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. 68 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.
  • 68 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.