NB
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Nicolet Bankshares’s Principal Active High Yield ETF YLD Stock Holding History

Nicolet Bankshares’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 		$2.72M Sell
143,202
-411,772
-74% -$7.83M 0.09% 170
2026
Q1 		$10.5M Buy
554,974
+491,867
+779% +$9.37M 0.39% 51
2025
Q4 		$1.2M Buy
63,107
+7,486
+13% +$143K 0.19% 84
2025
Q3 		$1.08M Buy
55,621
+11,588
+26% +$224K 0.17% 92
2025
Q2 		$853K Buy
+44,033
New +$832K 0.15% 105

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

Nicolet Bankshares's YLD Position: Q2 2026 in Review

Nicolet Bankshares reduced its Principal Active High Yield ETF (YLD) stake by 74% in Q2 2026, selling an estimated $7.83M and leaving 143,202 shares worth $2.72M. The position accounts for 0.09% of the portfolio, ranked #170.

Nicolet Bankshares first reported a position in YLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.5M in Q1 2026. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Nicolet Bankshares held 143,202 shares of Principal Active High Yield ETF worth $2.72M as of Q2 2026.
  • Nicolet Bankshares sold 411,772 Principal Active High Yield ETF shares in Q2 2026, an estimated $7.83M.
  • Principal Active High Yield ETF made up 0.09% of Nicolet Bankshares's portfolio in Q2 2026, its #170 holding.
  • Nicolet Bankshares first reported a position in Principal Active High Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • Nicolet Bankshares's Principal Active High Yield ETF position peaked at $10.5M in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Nicolet Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.