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Oak Hill Wealth Advisors’s Principal Active High Yield ETF YLD Stock Holding History

Oak Hill Wealth 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
2025
Q3 		$292K Hold
15,002
– – 0.05% 126
2025
Q2 		$288K Sell
15,002
-3,105
-17% -$58.7K 0.06% 127
2025
Q1 		$345K Buy
18,107
+7,232
+67% +$140K 0.08% 105
2024
Q4 		$209K Buy
+10,875
New +$211K 0.05% 130

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $3.25B AUM 28.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Oak Hill Wealth Advisors's YLD Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Principal Active High Yield ETF (YLD) position steady in Q3 2025 at 15,002 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #126.

Oak Hill Wealth Advisors first reported a position in YLD in Q4 2024 and has held it in 4 quarters since. The position peaked at $345K in Q1 2025. 68 funds tracked by Wall St. Rank hold YLD as of Q3 2025.

  • Oak Hill Wealth Advisors held 15,002 shares of Principal Active High Yield ETF worth $292K as of Q3 2025.
  • Oak Hill Wealth Advisors left its Principal Active High Yield ETF share count unchanged in Q3 2025.
  • Principal Active High Yield ETF made up 0.05% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #126 holding.
  • Oak Hill Wealth Advisors first reported a position in Principal Active High Yield ETF in Q4 2024 and has held it in 4 quarters since.
  • Oak Hill Wealth Advisors's Principal Active High Yield ETF position peaked at $345K in Q1 2025.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.