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 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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 $3.25B AUM 28.52% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Raymond James Financial's YLD Position: Q1 2026 in Review

Raymond James Financial increased its Principal Active High Yield ETF (YLD) stake by 1.4% in Q1 2026, buying an estimated $196K and bringing the position to 721,957 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Raymond James Financial first reported a position in YLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.6M in Q3 2025. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

Raymond James Financial held 721,957 shares of Principal Active High Yield ETF worth $13.7M as of Q1 2026.
Raymond James Financial bought 10,289 Principal Active High Yield ETF shares in Q1 2026, an estimated $196K.
Principal Active High Yield ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1764 holding.
Raymond James Financial first reported a position in Principal Active High Yield ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Principal Active High Yield ETF position peaked at $14.6M in Q3 2025.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.