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Stonebridge Financial Group (Missouri)’s Principal Active High Yield ETF YLD Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$339K Sell
17,742
-591
-3% -$11.2K 0.22% 107
2026
Q1 		$348K Buy
18,333
+3,233
+21% +$61.6K 0.29% 98
2025
Q4 		$287K Buy
+15,100
New +$289K 0.25% 107

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

Stonebridge Financial Group (Missouri)'s YLD Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) reduced its Principal Active High Yield ETF (YLD) stake by 3.2% in Q2 2026, selling an estimated $11.2K and leaving 17,742 shares worth $339K. The position accounts for 0.22% of the portfolio, ranked #107.

Stonebridge Financial Group (Missouri) first reported a position in YLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $348K in Q1 2026. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 17,742 shares of Principal Active High Yield ETF worth $339K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) sold 591 Principal Active High Yield ETF shares in Q2 2026, an estimated $11.2K.
  • Principal Active High Yield ETF made up 0.22% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #107 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Principal Active High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Stonebridge Financial Group (Missouri)'s Principal Active High Yield ETF position peaked at $348K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.