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Private Trust Company’s Principal Active High Yield ETF YLD Stock Holding History

Private Trust Company’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
2025
Q4 		– Sell
-5,238
Closed -$102K – 2687
2025
Q3 		$102K Hold
5,238
– – 0.01% 1012
2025
Q2 		$101K Buy
+5,238
New +$99K 0.01% 947

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Private Trust Company's YLD Position: Q4 2025 in Review

Private Trust Company sold out of Principal Active High Yield ETF (YLD) in Q4 2025, closing a stake of 5,238 shares — an estimated $102K sold.

Private Trust Company first reported a position in YLD in Q2 2025 and held it in 2 quarters. The position peaked at $102K in Q3 2025. 72 funds tracked by Wall St. Rank hold YLD as of Q4 2025.

  • Private Trust Company reported no remaining Principal Active High Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 5,238 Principal Active High Yield ETF shares in Q4 2025, an estimated $102K.
  • Private Trust Company first reported a position in Principal Active High Yield ETF in Q2 2025 and held it in 2 quarters.
  • Private Trust Company's Principal Active High Yield ETF position peaked at $102K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.