Systelligence LLC’s Principal Active High Yield ETF YLD Stock Holding History

Systelligence LLC’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 Q2	–	Sell	-262,354	Closed	-$5M	–	66
2025 Q1	$5M	Sell	262,354 -216,526	-45%	-$4.18M	1.2%	39
2024 Q4	$9.18M	Sell	478,880 -2,306	-0.5%	-$44.8K	2.27%	21
2024 Q3	$9.4M	Sell	481,186 -4,673	-1%	-$90.1K	2.33%	23
2024 Q2	$9.26M	Sell	485,859 -4,621	-0.9%	-$87.7K	2.46%	21
2024 Q1	$9.4M	Sell	490,480 -521	-0.1%	-$9.87K	2.46%	19
2023 Q4	$9.26M	Sell	491,001 -44,496	-8%	-$814K	2.53%	20
2023 Q3	$9.67M	Buy	535,497 +126,453	+31%	+$2.31M	2.72%	16
2023 Q2	$7.51M	Buy	+409,044	New	+$7.47M	2.37%	17

Other funds holding YLD

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $3.25B AUM 28.52% 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

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

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Systelligence LLC's YLD Position: Q2 2025 in Review

Systelligence LLC sold out of Principal Active High Yield ETF (YLD) in Q2 2025, closing a stake of 262,354 shares — an estimated $5M sold.

Systelligence LLC first reported a position in YLD in Q2 2023 and held it in 8 quarters. The position peaked at $9.67M in Q3 2023. 61 funds tracked by Wall St. Rank hold YLD as of Q2 2025.

Systelligence LLC reported no remaining Principal Active High Yield ETF position as of Q2 2025 after selling out during the quarter.
Systelligence LLC sold 262,354 Principal Active High Yield ETF shares in Q2 2025, an estimated $5M.
Systelligence LLC first reported a position in Principal Active High Yield ETF in Q2 2023 and held it in 8 quarters.
Systelligence LLC's Principal Active High Yield ETF position peaked at $9.67M in Q3 2023.
61 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2025.

Based on Systelligence LLC's 13F filing for Q2 2025, filed 29 Jul 2025.