PSI Advisors’s Principal Active High Yield ETF YLD Stock Holding History

PSI Advisors’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 Q2	–	Sell	-5,824	Closed	-$111K	–	722
2025 Q1	$111K	Hold	5,824	–	–	0.04%	162
2024 Q4	$112K	Hold	5,824	–	–	0.03%	173
2024 Q3	$114K	Sell	5,824 -1,550	-21%	-$29.9K	0.03%	175
2024 Q2	$140K	Sell	7,374 -3,110	-30%	-$59K	0.04%	153
2024 Q1	$201K	Hold	10,484	–	–	0.07%	126
2023 Q4	$198K	Sell	10,484 -17	-0.2%	-$311	0.07%	133
2023 Q3	$190K	Sell	10,501 -1,258	-11%	-$23K	0.08%	127
2023 Q2	$216K	Sell	11,759 -2,324	-17%	-$42.5K	0.09%	116
2023 Q1	$258K	Sell	14,083 -2,331	-14%	-$42.4K	0.12%	97
2022 Q4	$293K	Sell	16,414 -587	-3%	-$10.5K	0.16%	88
2022 Q3	$294K	Sell	17,001 -1,138	-6%	-$20.7K	0.15%	91
2022 Q2	$322K	Sell	18,139 -2,750	-13%	-$52K	0.16%	98
2022 Q1	$417K	Sell	20,889 -4,299	-17%	-$86.7K	0.17%	101
2021 Q4	$524K	Sell	25,188 -1,110	-4%	-$23.1K	0.21%	90
2021 Q3	$551K	Buy	26,298 +2,202	+9%	+$46.1K	0.25%	74
2021 Q2	$503K	Sell	24,096 -1,110	-4%	-$23K	0.27%	71
2021 Q1	$514K	Sell	25,206 -4,868	-16%	-$97.8K	0.3%	67
2020 Q4	$596K	Sell	30,074 -2,382	-7%	-$46.1K	0.41%	55
2020 Q3	$612K	Sell	32,456 -9,890	-23%	-$185K	0.47%	48
2020 Q2	$764K	Sell	42,346 -1,424	-3%	-$25K	0.62%	37
2020 Q1	$706K	Sell	43,770 -2,892	-6%	-$55.6K	0.65%	34
2019 Q4	$956K	Buy	+46,662	New	+$943K	0.61%	33

Other funds holding YLD

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

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

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

PSI Advisors's YLD Position: Q2 2025 in Review

PSI Advisors sold out of Principal Active High Yield ETF (YLD) in Q2 2025, closing a stake of 5,824 shares — an estimated $111K sold.

PSI Advisors first reported a position in YLD in Q4 2019 and held it in 22 quarters. The position peaked at $956K in Q4 2019. 61 funds tracked by Wall St. Rank hold YLD as of Q2 2025.

PSI Advisors reported no remaining Principal Active High Yield ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 5,824 Principal Active High Yield ETF shares in Q2 2025, an estimated $111K.
PSI Advisors first reported a position in Principal Active High Yield ETF in Q4 2019 and held it in 22 quarters.
PSI Advisors's Principal Active High Yield ETF position peaked at $956K in Q4 2019.
61 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.