Truist Financial’s Principal Active High Yield ETF YLD Stock Holding History

Truist Financial’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	$217K	Sell	11,397 -66	-0.6%	-$1.25K	﹤0.01%	2741
2026 Q1	$217K	Sell	11,463 -161	-1%	-$3.07K	﹤0.01%	2597
2025 Q4	$221K	Sell	11,624 -12,007	-51%	-$230K	﹤0.01%	2545
2025 Q3	$460K	Buy	23,631 +11,845	+101%	+$228K	﹤0.01%	2084
2025 Q2	$228K	Sell	11,786 -578	-5%	-$10.9K	﹤0.01%	2354
2025 Q1	$236K	Sell	12,364 -863	-7%	-$16.7K	﹤0.01%	2280
2024 Q4	$254K	Sell	13,227 -4,717	-26%	-$91.7K	﹤0.01%	2250
2024 Q3	$350K	Sell	17,944 -29,161	-62%	-$562K	﹤0.01%	2048
2024 Q2	$897K	Sell	47,105 -83,198	-64%	-$1.58M	﹤0.01%	1663
2024 Q1	$2.5M	Buy	+130,303	New	+$2.47M	﹤0.01%	1175

Other funds holding YLD

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

Truist Financial's YLD Position: Q2 2026 in Review

Truist Financial reduced its Principal Active High Yield ETF (YLD) stake by 0.58% in Q2 2026, selling an estimated $1.25K and leaving 11,397 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

Truist Financial first reported a position in YLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.5M in Q1 2024. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Truist Financial held 11,397 shares of Principal Active High Yield ETF worth $217K as of Q2 2026.
Truist Financial sold 66 Principal Active High Yield ETF shares in Q2 2026, an estimated $1.25K.
Principal Active High Yield ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2741 holding.
Truist Financial first reported a position in Principal Active High Yield ETF in Q1 2024 and has held it in 10 quarters since.
Truist Financial's Principal Active High Yield ETF position peaked at $2.5M in Q1 2024.
69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.