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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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $3.25B AUM 28.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 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.