Ocean Park Asset Management’s Principal Active High Yield ETF YLD Stock Holding History

Ocean Park Asset 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
2025 Q3	–	Sell	-21,978	Closed	-$419K	–	121
2025 Q2	$419K	Hold	21,978	–	–	0.01%	72
2025 Q1	$419K	Hold	21,978	–	–	0.01%	72
2024 Q4	$422K	Hold	21,978	–	–	0.01%	78
2024 Q3	$429K	Hold	21,978	–	–	0.02%	68
2024 Q2	$419K	Hold	21,978	–	–	0.02%	70
2024 Q1	$421K	Hold	21,978	–	–	0.02%	60
2023 Q4	$415K	Buy	+21,978	New	+$402K	0.02%	62

Other funds holding YLD

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Ocean Park Asset Management's YLD Position: Q3 2025 in Review

Ocean Park Asset Management sold out of Principal Active High Yield ETF (YLD) in Q3 2025, closing a stake of 21,978 shares — an estimated $419K sold.

Ocean Park Asset Management first reported a position in YLD in Q4 2023 and held it in 7 quarters. The position peaked at $429K in Q3 2024. 68 funds tracked by Wall St. Rank hold YLD as of Q3 2025.

Ocean Park Asset Management reported no remaining Principal Active High Yield ETF position as of Q3 2025 after selling out during the quarter.
Ocean Park Asset Management sold 21,978 Principal Active High Yield ETF shares in Q3 2025, an estimated $419K.
Ocean Park Asset Management first reported a position in Principal Active High Yield ETF in Q4 2023 and held it in 7 quarters.
Ocean Park Asset Management's Principal Active High Yield ETF position peaked at $429K in Q3 2024.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q3 2025.

Based on Ocean Park Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.