PS
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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
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return