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Pine Grove Financial Group’s Principal Active High Yield ETF YLD Stock Holding History

Pine Grove Financial Group’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 		$4.61M Sell
240,529
-9
-0% -$171 0.47% 50
2026
Q1 		$4.57M Sell
240,538
-55,514
-19% -$1.06M 0.53% 46
2025
Q4 		$5.63M Buy
+296,052
New +$5.66M 0.68% 39

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

Pine Grove Financial Group's YLD Position: Q2 2026 in Review

Pine Grove Financial Group reduced its Principal Active High Yield ETF (YLD) stake by 0% in Q2 2026, selling an estimated $171 and leaving 240,529 shares worth $4.61M. The position accounts for 0.47% of the portfolio, ranked #50.

Pine Grove Financial Group first reported a position in YLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.63M in Q4 2025. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Pine Grove Financial Group held 240,529 shares of Principal Active High Yield ETF worth $4.61M as of Q2 2026.
  • Pine Grove Financial Group sold 9 Principal Active High Yield ETF shares in Q2 2026, an estimated $171.
  • Principal Active High Yield ETF made up 0.47% of Pine Grove Financial Group's portfolio in Q2 2026, its #50 holding.
  • Pine Grove Financial Group first reported a position in Principal Active High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Pine Grove Financial Group's Principal Active High Yield ETF position peaked at $5.63M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.