Private Advisor Group’s Principal Active High Yield ETF YLD Stock Holding History

Private Advisor 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	$1.35M	Buy	70,647 +23,822	+51%	+$453K	0.01%	1211
2026 Q1	$888K	Buy	46,825 +2,500	+6%	+$47.6K	﹤0.01%	1500
2025 Q4	$842K	Buy	44,325 +3,675	+9%	+$70.3K	﹤0.01%	1506
2025 Q3	$791K	Buy	40,650 +15,850	+64%	+$306K	﹤0.01%	1508
2025 Q2	$480K	Buy	24,800 +3,000	+14%	+$56.7K	﹤0.01%	1712
2025 Q1	$415K	Buy	+21,800	New	+$421K	﹤0.01%	1699
2020 Q3	–	Sell	-2,120	Closed	-$38K	–	3465
2020 Q2	$38K	Buy	+2,120	New	+$37.3K	﹤0.01%	2243
2020 Q1	–	Sell	-12,092	Closed	-$248K	–	1653
2019 Q4	$248K	Sell	12,092 -1,900	-14%	-$38.4K	﹤0.01%	1376
2019 Q3	$281K	Sell	13,992 -3,120	-18%	-$62.4K	﹤0.01%	1326
2019 Q2	$343K	Sell	17,112 -200	-1%	-$3.98K	0.01%	1215
2019 Q1	$345K	Buy	17,312 +2,120	+14%	+$41.5K	0.01%	1127
2018 Q4	$288K	Sell	15,192 -6,060	-29%	-$119K	0.01%	1038
2018 Q3	$433K	Buy	+21,252	New	+$432K	0.01%	1063
2018 Q2	–	Sell	-12,770	Closed	-$255K	–	1465
2018 Q1	$255K	Buy	+12,770	New	+$260K	0.01%	959
2017 Q4	–	Sell	-20,990	Closed	-$438K	–	1428
2017 Q3	$438K	Buy	20,990 +1,220	+6%	+$25.4K	0.01%	958
2017 Q2	$410K	Buy	19,770 +400	+2%	+$8.26K	0.01%	924
2017 Q1	$398K	Buy	19,370 +9,150	+90%	+$188K	0.01%	949
2016 Q4	$209K	Sell	10,220 -1,300	-11%	-$26.1K	0.01%	1137
2016 Q3	$233K	Sell	11,520 -520	-4%	-$10.4K	0.01%	949
2016 Q2	$235K	Buy	+12,040	New	+$231K	0.01%	924

Other funds holding YLD

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

Private Advisor Group's YLD Position: Q2 2026 in Review

Private Advisor Group increased its Principal Active High Yield ETF (YLD) stake by 51% in Q2 2026, buying an estimated $453K and bringing the position to 70,647 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #1211.

Private Advisor Group first reported a position in YLD in Q2 2016 and has held it in 20 quarters since. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Private Advisor Group held 70,647 shares of Principal Active High Yield ETF worth $1.35M as of Q2 2026.
Private Advisor Group bought 23,822 Principal Active High Yield ETF shares in Q2 2026, an estimated $453K.
Principal Active High Yield ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1211 holding.
Private Advisor Group first reported a position in Principal Active High Yield ETF in Q2 2016 and has held it in 20 quarters since.
69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.