NewEdge Advisors’s Principal Active High Yield ETF YLD Stock Holding History

NewEdge 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	$1.49M	Sell	78,071 -3,533	-4%	-$67.1K	﹤0.01%	1392
2026 Q1	$1.55M	Sell	81,604 -10,031	-11%	-$191K	0.01%	1236
2025 Q4	$1.74M	Sell	91,635 -129,235	-59%	-$2.47M	0.01%	1148
2025 Q3	$4.3M	Buy	220,870 +106,410	+93%	+$2.05M	0.02%	694
2025 Q2	$2.22M	Buy	114,460 +36,561	+47%	+$691K	0.01%	886
2025 Q1	$1.48M	Buy	+77,899	New	+$1.5M	0.01%	994

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

NewEdge Advisors's YLD Position: Q2 2026 in Review

NewEdge Advisors reduced its Principal Active High Yield ETF (YLD) stake by 4.3% in Q2 2026, selling an estimated $67.1K and leaving 78,071 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

NewEdge Advisors first reported a position in YLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.3M in Q3 2025. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

NewEdge Advisors held 78,071 shares of Principal Active High Yield ETF worth $1.49M as of Q2 2026.
NewEdge Advisors sold 3,533 Principal Active High Yield ETF shares in Q2 2026, an estimated $67.1K.
Principal Active High Yield ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1392 holding.
NewEdge Advisors first reported a position in Principal Active High Yield ETF in Q1 2025 and has held it in 6 quarters since.
NewEdge Advisors's Principal Active High Yield ETF position peaked at $4.3M in Q3 2025.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.