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Smartleaf Asset Management’s Principal Active High Yield ETF YLD Stock Holding History

Smartleaf Asset Management’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 		$933K Hold
48,882
– – 0.03% 429
2026
Q1 		$916K Buy
48,882
+8,965
+22% +$171K 0.03% 417
2025
Q4 		$758K Buy
39,917
+8,279
+26% +$158K 0.03% 434
2025
Q3 		$615K Sell
31,638
-483
-2% -$9.32K 0.04% 434
2025
Q2 		$620K Buy
32,121
+6,125
+24% +$116K 0.05% 337
2025
Q1 		$496K Buy
25,996
+14,881
+134% +$287K 0.05% 367
2024
Q4 		$213K Buy
11,115
+4,405
+66% +$85.6K 0.02% 516
2024
Q3 		$132K Buy
6,710
+1,917
+40% +$37K 0.02% 623
2024
Q2 		$91.6K Sell
4,793
-627
-12% -$11.9K 0.02% 598
2024
Q1 		$104K Buy
5,420
+1,628
+43% +$30.9K 0.02% 506
2023
Q4 		$71.8K Buy
+3,792
New +$69.3K 0.02% 482

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 22.96% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Smartleaf Asset Management's YLD Position: Q2 2026 in Review

Smartleaf Asset Management held its Principal Active High Yield ETF (YLD) position steady in Q2 2026 at 48,882 shares worth $933K. The position accounts for 0.03% of the portfolio, ranked #429.

Smartleaf Asset Management first reported a position in YLD in Q4 2023 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Smartleaf Asset Management held 48,882 shares of Principal Active High Yield ETF worth $933K as of Q2 2026.
  • Smartleaf Asset Management left its Principal Active High Yield ETF share count unchanged in Q2 2026.
  • Principal Active High Yield ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #429 holding.
  • Smartleaf Asset Management first reported a position in Principal Active High Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.