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 Q3	$6.97M	Buy	377,944 +137,415	+57%	+$2.59M	0.68%	40
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

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Transcendent Capital Group Edmond, Oklahoma $248M AUM 19.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return

Pine Grove Financial Group's YLD Position: Q3 2026 in Review

Pine Grove Financial Group increased its Principal Active High Yield ETF (YLD) stake by 57% in Q3 2026, buying an estimated $2.59M and bringing the position to 377,944 shares worth $6.97M. The position accounts for 0.68% of the portfolio, ranked #40.

Pine Grove Financial Group first reported a position in YLD in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold YLD as of Q3 2026.

Pine Grove Financial Group held 377,944 shares of Principal Active High Yield ETF worth $6.97M as of Q3 2026.
Pine Grove Financial Group bought 137,415 Principal Active High Yield ETF shares in Q3 2026, an estimated $2.59M.
Principal Active High Yield ETF made up 0.68% of Pine Grove Financial Group's portfolio in Q3 2026, its #40 holding.
Pine Grove Financial Group first reported a position in Principal Active High Yield ETF in Q4 2025 and has held it in 4 quarters since.
17 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.