Northwest Wealth Management’s Principal Active High Yield ETF YLD Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-510	Closed	-$10K	–	485
2019 Q1	$10K	Buy	+510	New	+$9.99K	0.01%	350

Other funds holding YLD

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Northwest Wealth Management's YLD Position: Q2 2019 in Review

Northwest Wealth Management sold out of Principal Active High Yield ETF (YLD) in Q2 2019, closing a stake of 510 shares — an estimated $10K sold.

Northwest Wealth Management first reported a position in YLD in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 14 funds tracked by Wall St. Rank hold YLD as of Q2 2019.

Northwest Wealth Management reported no remaining Principal Active High Yield ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 510 Principal Active High Yield ETF shares in Q2 2019, an estimated $10K.
Northwest Wealth Management first reported a position in Principal Active High Yield ETF in Q1 2019 and held it in 1 quarter.
Northwest Wealth Management's Principal Active High Yield ETF position peaked at $10K in Q1 2019.
14 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.