Principal Financial Group
DYLD icon

Principal Financial Group’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Principal Financial Group’s Portfolio DYLD Stock Details DYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,445
Closed -$313K – 2562
2021
Q4 		$313K Hold
12,445
– – ﹤0.01% 2232
2021
Q3 		$312K Buy
+12,445
New +$316K ﹤0.01% 2289

Other funds holding DYLD

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Financial Group's DYLD Position: Q1 2022 in Review

Principal Financial Group sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q1 2022, closing a stake of 12,445 shares — an estimated $313K sold.

Principal Financial Group first reported a position in DYLD in Q3 2021 and held it in 2 quarters. The position peaked at $313K in Q4 2021. 12 funds tracked by Wall St. Rank hold DYLD as of Q1 2022.

  • Principal Financial Group reported no remaining LeaderShares Dynamic Yield ETF position as of Q1 2022 after selling out during the quarter.
  • Principal Financial Group sold 12,445 LeaderShares Dynamic Yield ETF shares in Q1 2022, an estimated $313K.
  • Principal Financial Group first reported a position in LeaderShares Dynamic Yield ETF in Q3 2021 and held it in 2 quarters.
  • Principal Financial Group's LeaderShares Dynamic Yield ETF position peaked at $313K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2022.

Based on Principal Financial Group's 13F filing for Q1 2022, filed 9 May 2022.