Nicolet Advisory Services’s Principal Active High Yield ETF YLD Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$8.27M	Sell	433,302 -106,235	-20%	-$2.03M	0.56%	31
2025 Q3	$10.4M	Buy	539,537 +20,642	+4%	+$398K	0.81%	26
2025 Q2	$9.94M	Buy	518,895 +6,274	+1%	+$119K	0.85%	27
2025 Q1	$9.44M	Sell	512,621 -30,083	-6%	-$581K	0.94%	25
2024 Q4	$10.4M	Buy	542,704 +8,668	+2%	+$168K	0.96%	25
2024 Q3	$10.4M	Sell	534,036 -252,007	-32%	-$4.86M	0.98%	23
2024 Q2	$14.9M	Buy	786,043 +19,080	+2%	+$362K	1.43%	15
2024 Q1	$14.6M	Buy	766,963 +15,659	+2%	+$297K	1.48%	13
2023 Q4	$14.1M	Buy	+751,304	New	+$13.7M	1.52%	13

Other funds holding YLD

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Nicolet Advisory Services's YLD Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Principal Active High Yield ETF (YLD) stake by 20% in Q4 2025, selling an estimated $2.03M and leaving 433,302 shares worth $8.27M. The position accounts for 0.56% of the portfolio, ranked #31.

Nicolet Advisory Services first reported a position in YLD in Q4 2023 and has held it in 9 quarters since. The position peaked at $14.9M in Q2 2024. 72 funds tracked by Wall St. Rank hold YLD as of Q4 2025.

Nicolet Advisory Services held 433,302 shares of Principal Active High Yield ETF worth $8.27M as of Q4 2025.
Nicolet Advisory Services sold 106,235 Principal Active High Yield ETF shares in Q4 2025, an estimated $2.03M.
Principal Active High Yield ETF made up 0.56% of Nicolet Advisory Services's portfolio in Q4 2025, its #31 holding.
Nicolet Advisory Services first reported a position in Principal Active High Yield ETF in Q4 2023 and has held it in 9 quarters since.
Nicolet Advisory Services's Principal Active High Yield ETF position peaked at $14.9M in Q2 2024.
72 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.