Strategic Planning Group’s Principal Active High Yield ETF YLD Stock Holding History

Strategic Planning Group’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
2025 Q1	–	Sell	-1,051,167	Closed	-$20.2M	–	81
2024 Q4	$20.2M	Buy	1,051,167 +52,354	+5%	+$1.02M	3.7%	5
2024 Q3	$19.5M	Buy	998,813 +334,008	+50%	+$6.44M	3.85%	4
2024 Q2	$12.7M	Buy	664,805 +205,668	+45%	+$3.9M	2.77%	10
2024 Q1	$8.8M	Buy	459,137 +118,064	+35%	+$2.24M	2.2%	15
2023 Q4	$6.43M	Buy	+341,073	New	+$6.24M	2.13%	15

Other funds holding YLD

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Strategic Planning Group's YLD Position: Q1 2025 in Review

Strategic Planning Group sold out of Principal Active High Yield ETF (YLD) in Q1 2025, closing a stake of 1,051,167 shares — an estimated $20.2M sold.

Strategic Planning Group first reported a position in YLD in Q4 2023 and held it in 5 quarters. The position peaked at $20.2M in Q4 2024. 57 funds tracked by Wall St. Rank hold YLD as of Q1 2025.

Strategic Planning Group reported no remaining Principal Active High Yield ETF position as of Q1 2025 after selling out during the quarter.
Strategic Planning Group sold 1,051,167 Principal Active High Yield ETF shares in Q1 2025, an estimated $20.2M.
Strategic Planning Group first reported a position in Principal Active High Yield ETF in Q4 2023 and held it in 5 quarters.
Strategic Planning Group's Principal Active High Yield ETF position peaked at $20.2M in Q4 2024.
57 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2025.

Based on Strategic Planning Group's 13F filing for Q1 2025, filed 10 Apr 2025.