Next Financial Group’s Principal Active High Yield ETF YLD Stock Holding History

Next Financial Group’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
2021 Q4	$29K	Sell	1,370 -1,635	-54%	-$34K	﹤0.01%	1738
2021 Q3	$63K	Buy	3,005 +15	+0.5%	+$314	﹤0.01%	1314
2021 Q2	$62K	Buy	2,990 +16	+0.5%	+$331	0.01%	1300
2021 Q1	$61K	Buy	2,974 +14	+0.5%	+$281	0.01%	1206
2020 Q4	$59K	Sell	2,960 -31,206	-91%	-$604K	0.01%	1153
2020 Q3	$644K	Sell	34,166 -3,896	-10%	-$73K	0.07%	280
2020 Q2	$688K	Buy	38,062 +8,488	+29%	+$149K	0.08%	245
2020 Q1	$477K	Sell	29,574 -5,828	-16%	-$112K	0.06%	286
2019 Q4	$726K	Buy	+35,402	New	+$716K	0.07%	280

Other funds holding YLD

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Next Financial Group's YLD Position: Q4 2021 in Review

Next Financial Group reduced its Principal Active High Yield ETF (YLD) stake by 54% in Q4 2021, selling an estimated $34K and leaving 1,370 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Next Financial Group first reported a position in YLD in Q4 2019 and has held it in 9 quarters since. The position peaked at $726K in Q4 2019. 21 funds tracked by Wall St. Rank hold YLD as of Q4 2021.

Next Financial Group held 1,370 shares of Principal Active High Yield ETF worth $29K as of Q4 2021.
Next Financial Group sold 1,635 Principal Active High Yield ETF shares in Q4 2021, an estimated $34K.
Principal Active High Yield ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1738 holding.
Next Financial Group first reported a position in Principal Active High Yield ETF in Q4 2019 and has held it in 9 quarters since.
Next Financial Group's Principal Active High Yield ETF position peaked at $726K in Q4 2019.
21 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.