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PFG Investments’s Principal Active High Yield ETF YLD Stock Holding History

PFG Investments’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 		$494K Sell
25,872
-2,665
-9% -$50.6K 0.02% 674
2026
Q1 		$541K Sell
28,537
-102
-0.4% -$1.94K 0.03% 566
2025
Q4 		$544K Buy
28,639
+1,369
+5% +$26.2K 0.03% 546
2025
Q3 		$530K Buy
27,270
+2,426
+10% +$46.8K 0.03% 530
2025
Q2 		$481K Buy
24,844
+1,877
+8% +$35.5K 0.03% 542
2025
Q1 		$438K Sell
22,967
-76
-0.3% -$1.47K 0.03% 549
2024
Q4 		$442K Buy
23,043
+753
+3% +$14.6K 0.03% 542
2024
Q3 		$435K Buy
+22,290
New +$430K 0.03% 550

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

PFG Investments's YLD Position: Q2 2026 in Review

PFG Investments reduced its Principal Active High Yield ETF (YLD) stake by 9.3% in Q2 2026, selling an estimated $50.6K and leaving 25,872 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #674.

PFG Investments first reported a position in YLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $544K in Q4 2025. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • PFG Investments held 25,872 shares of Principal Active High Yield ETF worth $494K as of Q2 2026.
  • PFG Investments sold 2,665 Principal Active High Yield ETF shares in Q2 2026, an estimated $50.6K.
  • Principal Active High Yield ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #674 holding.
  • PFG Investments first reported a position in Principal Active High Yield ETF in Q3 2024 and has held it in 8 quarters since.
  • PFG Investments's Principal Active High Yield ETF position peaked at $544K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.