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TFB Advisors’s Principal Active High Yield ETF YLD Stock Holding History

TFB Advisors’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
-10,185
Closed -$195K – 340
2024
Q4 		$195K Buy
+10,185
New +$198K 0.06% 317

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LPL Financial
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
PS
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

TFB Advisors's YLD Position: Q1 2025 in Review

TFB Advisors sold out of Principal Active High Yield ETF (YLD) in Q1 2025, closing a stake of 10,185 shares — an estimated $195K sold.

TFB Advisors first reported a position in YLD in Q4 2024 and held it in 1 quarter. The position peaked at $195K in Q4 2024. 57 funds tracked by Wall St. Rank hold YLD as of Q1 2025.

  • TFB Advisors reported no remaining Principal Active High Yield ETF position as of Q1 2025 after selling out during the quarter.
  • TFB Advisors sold 10,185 Principal Active High Yield ETF shares in Q1 2025, an estimated $195K.
  • TFB Advisors first reported a position in Principal Active High Yield ETF in Q4 2024 and held it in 1 quarter.
  • TFB Advisors's Principal Active High Yield ETF position peaked at $195K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2025.

Based on TFB Advisors's 13F filing for Q1 2025, filed 14 May 2025.