Raymond James Financial
YLD icon

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

Raymond James Financial’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 		$16.5M Buy
866,006
+144,049
+20% +$2.74M ﹤0.01% 1708
2026
Q1 		$13.7M Buy
721,957
+10,289
+1% +$196K ﹤0.01% 1764
2025
Q4 		$13.5M Sell
711,668
-36,469
-5% -$697K ﹤0.01% 1732
2025
Q3 		$14.6M Buy
748,137
+156,276
+26% +$3.01M ﹤0.01% 1645
2025
Q2 		$11.5M Buy
591,861
+11,559
+2% +$218K ﹤0.01% 1757
2025
Q1 		$11.1M Sell
580,302
-42,042
-7% -$811K ﹤0.01% 1732
2024
Q4 		$11.9M Buy
+622,344
New +$12.1M ﹤0.01% 1703

Other funds holding YLD

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial's YLD Position: Q2 2026 in Review

Raymond James Financial increased its Principal Active High Yield ETF (YLD) stake by 20% in Q2 2026, buying an estimated $2.74M and bringing the position to 866,006 shares worth $16.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Raymond James Financial first reported a position in YLD in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Raymond James Financial held 866,006 shares of Principal Active High Yield ETF worth $16.5M as of Q2 2026.
  • Raymond James Financial bought 144,049 Principal Active High Yield ETF shares in Q2 2026, an estimated $2.74M.
  • Principal Active High Yield ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1708 holding.
  • Raymond James Financial first reported a position in Principal Active High Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.