Orion Portfolio Solutions’s Principal Active High Yield ETF YLD Stock Holding History

Orion Portfolio Solutions’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 Q1	–	Sell	-36,239	Closed	-$695K	–	1990
2024 Q4	$695K	Sell	36,239 -324	-0.9%	-$6.3K	0.01%	1222
2024 Q3	$714K	Buy	36,563 +11,478	+46%	+$221K	0.01%	1192
2024 Q2	$478K	Sell	25,085 -3,219	-11%	-$61.1K	0.01%	1286
2024 Q1	$542K	Sell	28,304 -4,721	-14%	-$89.5K	0.01%	1232
2023 Q4	$626K	Sell	33,025 -520	-2%	-$9.51K	0.01%	1129
2023 Q3	$605K	Sell	33,545 -35,821	-52%	-$655K	0.01%	1134
2023 Q2	$1.27M	Buy	69,366 +34,030	+96%	+$622K	0.01%	845
2023 Q1	$647K	Buy	+35,336	New	+$643K	0.01%	1048

Other funds holding YLD

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

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

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

AIP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Orion Portfolio Solutions's YLD Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Principal Active High Yield ETF (YLD) in Q1 2025, closing a stake of 36,239 shares — an estimated $695K sold.

Orion Portfolio Solutions first reported a position in YLD in Q1 2023 and held it in 8 quarters. The position peaked at $1.27M in Q2 2023. 57 funds tracked by Wall St. Rank hold YLD as of Q1 2025.

Orion Portfolio Solutions reported no remaining Principal Active High Yield ETF position as of Q1 2025 after selling out during the quarter.
Orion Portfolio Solutions sold 36,239 Principal Active High Yield ETF shares in Q1 2025, an estimated $695K.
Orion Portfolio Solutions first reported a position in Principal Active High Yield ETF in Q1 2023 and held it in 8 quarters.
Orion Portfolio Solutions's Principal Active High Yield ETF position peaked at $1.27M in Q2 2023.
57 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.