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Raymond James Financial Services Advisors’s Principal Active High Yield ETF YLD Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.36M Buy
69,657
+40,134
+136% +$774K ﹤0.01% 1957
2024
Q2 		$562K Buy
+29,523
New +$560K ﹤0.01% 2447

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors's YLD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Principal Active High Yield ETF (YLD) stake by 136% in Q3 2024, buying an estimated $774K and bringing the position to 69,657 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Raymond James Financial Services Advisors first reported a position in YLD in Q2 2024 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold YLD as of Q3 2024.

  • Raymond James Financial Services Advisors held 69,657 shares of Principal Active High Yield ETF worth $1.36M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 40,134 Principal Active High Yield ETF shares in Q3 2024, an estimated $774K.
  • Principal Active High Yield ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1957 holding.
  • Raymond James Financial Services Advisors first reported a position in Principal Active High Yield ETF in Q2 2024 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.