Smith, Moore & Co’s Principal Active High Yield ETF YLD Stock Holding History

Smith, Moore & Co’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 Q3	$305K	Buy	+16,516	New	+$312K	0.02%	447

Other funds holding YLD

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.66B AUM 35.13% 1-Year Est. Return

Balanced Wealth Group Westlake, Ohio $326M AUM 14.78% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

BlueStem Wealth Partners Minnetonka, Minnesota $1B AUM 12.27% 1-Year Est. Return

Smith, Moore & Co's YLD Position: Q3 2026 in Review

Smith, Moore & Co opened a new position in Principal Active High Yield ETF (YLD) in Q3 2026: 16,516 shares worth $305K. The stake represents 0.02% of the portfolio and ranks #447 among its holdings.

60 funds tracked by Wall St. Rank hold YLD as of Q3 2026.

Smith, Moore & Co held 16,516 shares of Principal Active High Yield ETF worth $305K as of Q3 2026.
Principal Active High Yield ETF was a new Smith, Moore & Co position in Q3 2026.
Principal Active High Yield ETF made up 0.02% of Smith, Moore & Co's portfolio in Q3 2026, its #447 holding.
60 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q3 2026.

Based on Smith, Moore & Co's 13F filing for Q3 2026, filed 12 Nov 2026.