Stifel Financial
YLD icon

Stifel Financial’s Principal Active High Yield ETF YLD Stock Holding History

Stifel 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
Q2 		$9.89M Sell
518,546
-2,130
-0.4% -$40.5K 0.01% 1029
2026
Q1 		$9.87M Buy
520,676
+215,414
+71% +$4.1M 0.01% 969
2025
Q4 		$5.8M Buy
305,262
+217,252
+247% +$4.15M 0.01% 1249
2025
Q3 		$1.71M Sell
88,010
-5,384
-6% -$104K ﹤0.01% 2019
2025
Q2 		$1.81M Buy
93,394
+45,341
+94% +$857K ﹤0.01% 1914
2025
Q1 		$915K Buy
48,053
+11,185
+30% +$216K ﹤0.01% 2289
2024
Q4 		$707K Buy
36,868
+8,932
+32% +$174K ﹤0.01% 2469
2024
Q3 		$546K Buy
+27,936
New +$539K ﹤0.01% 2628

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

Stifel Financial's YLD Position: Q2 2026 in Review

Stifel Financial reduced its Principal Active High Yield ETF (YLD) stake by 0.41% in Q2 2026, selling an estimated $40.5K and leaving 518,546 shares worth $9.89M. The position accounts for 0.01% of the portfolio, ranked #1029.

Stifel Financial first reported a position in YLD in Q3 2024 and has held it in 8 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Stifel Financial held 518,546 shares of Principal Active High Yield ETF worth $9.89M as of Q2 2026.
  • Stifel Financial sold 2,130 Principal Active High Yield ETF shares in Q2 2026, an estimated $40.5K.
  • Principal Active High Yield ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1029 holding.
  • Stifel Financial first reported a position in Principal Active High Yield ETF in Q3 2024 and has held it in 8 quarters since.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.