Steward Partners Investment Advisory’s Principal Active High Yield ETF YLD Stock Holding History

Steward Partners Investment Advisory’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	$1.51M	Buy	79,159 +12,582	+19%	+$239K	0.01%	1063
2026 Q1	$1.26M	Buy	66,577 +36,577	+122%	+$697K	0.01%	1040
2025 Q4	$570K	Buy	30,000 +11,937	+66%	+$228K	﹤0.01%	1344
2025 Q3	$351K	Buy	18,063 +16,754	+1,280%	+$323K	﹤0.01%	1570
2025 Q2	$25.4K	Buy	+1,309	New	+$24.7K	﹤0.01%	2802

Other funds holding YLD

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $3.75B AUM 46.53% 1-Year Est. Return

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

Steward Partners Investment Advisory's YLD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Principal Active High Yield ETF (YLD) stake by 19% in Q2 2026, buying an estimated $239K and bringing the position to 79,159 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #1063.

Steward Partners Investment Advisory first reported a position in YLD in Q2 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Steward Partners Investment Advisory held 79,159 shares of Principal Active High Yield ETF worth $1.51M as of Q2 2026.
Steward Partners Investment Advisory bought 12,582 Principal Active High Yield ETF shares in Q2 2026, an estimated $239K.
Principal Active High Yield ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1063 holding.
Steward Partners Investment Advisory first reported a position in Principal Active High Yield ETF in Q2 2025 and has held it in 5 quarters since.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.