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Principal Securities’s Principal Active High Yield ETF YLD Stock Holding History

Principal Securities’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 		$91.7M Buy
4,807,872
+1,471,513
+44% +$28M 1.1% 11
2026
Q1 		$63.3M Buy
3,336,359
+464,300
+16% +$8.84M 0.93% 18
2025
Q4 		$54.6M Buy
2,872,059
+759,231
+36% +$14.5M 0.84% 21
2025
Q3 		$41.1M Buy
2,112,828
+670,164
+46% +$12.9M 0.68% 27
2025
Q2 		$27.9M Buy
1,442,664
+592,842
+70% +$11.2M 0.53% 38
2025
Q1 		$16.3M Buy
849,822
+600
+0.1% +$11.6K 0.36% 54
2024
Q4 		$16.3M Buy
849,222
+117,399
+16% +$2.28M 0.37% 54
2024
Q3 		$14.3M Buy
731,823
+345,511
+89% +$6.66M 0.35% 51
2024
Q2 		$7.36M Buy
386,312
+59,471
+18% +$1.13M 0.2% 91
2024
Q1 		$6.26M Buy
326,841
+91,519
+39% +$1.73M 0.2% 105
2023
Q4 		$4.44M Buy
+235,322
New +$4.3M 0.17% 124

Other funds holding YLD

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Principal Securities's YLD Position: Q2 2026 in Review

Principal Securities increased its Principal Active High Yield ETF (YLD) stake by 44% in Q2 2026, buying an estimated $28M and bringing the position to 4,807,872 shares worth $91.7M. The position accounts for 1.1% of the portfolio, ranked #11.

Principal Securities first reported a position in YLD in Q4 2023 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Principal Securities held 4,807,872 shares of Principal Active High Yield ETF worth $91.7M as of Q2 2026.
  • Principal Securities bought 1,471,513 Principal Active High Yield ETF shares in Q2 2026, an estimated $28M.
  • Principal Active High Yield ETF made up 1.1% of Principal Securities's portfolio in Q2 2026, its #11 holding.
  • Principal Securities first reported a position in Principal Active High Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.