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

Redhawk Wealth 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 		– Sell
-568,528
Closed -$10.8M – 344
2024
Q2 		$10.8M Buy
+568,528
New +$10.8M 1.66% 12

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 $1.9B AUM 24.89% 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 $374B AUM 17.66% 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

Redhawk Wealth Advisors's YLD Position: Q3 2024 in Review

Redhawk Wealth Advisors sold out of Principal Active High Yield ETF (YLD) in Q3 2024, closing a stake of 568,528 shares — an estimated $10.8M sold.

Redhawk Wealth Advisors first reported a position in YLD in Q2 2024 and held it in 1 quarter. The position peaked at $10.8M in Q2 2024. 50 funds tracked by Wall St. Rank hold YLD as of Q3 2024.

  • Redhawk Wealth Advisors reported no remaining Principal Active High Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 568,528 Principal Active High Yield ETF shares in Q3 2024, an estimated $10.8M.
  • Redhawk Wealth Advisors first reported a position in Principal Active High Yield ETF in Q2 2024 and held it in 1 quarter.
  • Redhawk Wealth Advisors's Principal Active High Yield ETF position peaked at $10.8M in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q3 2024.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.