Truist Financial
YLD icon

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
Q3 		$210K Sell
11,358
-39
-0.3% -$736 ﹤0.01% 2731
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
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.66B AUM 35.13% 1-Year Est. Return
Balanced Wealth Group
Balanced Wealth Group Westlake, Ohio $326M AUM 14.78% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
BlueStem Wealth Partners
BlueStem Wealth Partners Minnetonka, Minnesota $1B AUM 12.27% 1-Year Est. Return

Truist Financial's YLD Position: Q3 2026 in Review

Truist Financial reduced its Principal Active High Yield ETF (YLD) stake by 0.34% in Q3 2026, selling an estimated $736 and leaving 11,358 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

Truist Financial first reported a position in YLD in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.5M in Q1 2024. 60 funds tracked by Wall St. Rank hold YLD as of Q3 2026.

  • Truist Financial held 11,358 shares of Principal Active High Yield ETF worth $210K as of Q3 2026.
  • Truist Financial sold 39 Principal Active High Yield ETF shares in Q3 2026, an estimated $736.
  • Principal Active High Yield ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2731 holding.
  • Truist Financial first reported a position in Principal Active High Yield ETF in Q1 2024 and has held it in 11 quarters since.
  • Truist Financial's Principal Active High Yield ETF position peaked at $2.5M in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.