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Transcendent Capital Group’s Principal Active High Yield ETF YLD Stock Holding History

Transcendent Capital 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
2026
Q2 		$631K Buy
33,060
+2,816
+9% +$53.5K 0.25% 83
2026
Q1 		$573K Buy
30,244
+16,825
+125% +$320K 0.26% 68
2025
Q4 		$255K Buy
+13,419
New +$257K 0.12% 108

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

Transcendent Capital Group's YLD Position: Q2 2026 in Review

Transcendent Capital Group increased its Principal Active High Yield ETF (YLD) stake by 9.3% in Q2 2026, buying an estimated $53.5K and bringing the position to 33,060 shares worth $631K. The position accounts for 0.25% of the portfolio, ranked #83.

Transcendent Capital Group first reported a position in YLD in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Transcendent Capital Group held 33,060 shares of Principal Active High Yield ETF worth $631K as of Q2 2026.
  • Transcendent Capital Group bought 2,816 Principal Active High Yield ETF shares in Q2 2026, an estimated $53.5K.
  • Principal Active High Yield ETF made up 0.25% of Transcendent Capital Group's portfolio in Q2 2026, its #83 holding.
  • Transcendent Capital Group first reported a position in Principal Active High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.