UCFA
YLD icon

United Capital Financial Advisors’s Principal Active High Yield ETF YLD Stock Holding History

United Capital Financial 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
2020
Q1 		– Sell
-23,630
Closed -$484K – 1391
2019
Q4 		$484K Buy
23,630
+8,256
+54% +$167K ﹤0.01% 1002
2019
Q3 		$309K Buy
+15,374
New +$307K ﹤0.01% 1068

Other funds holding YLD

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

United Capital Financial Advisors's YLD Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Principal Active High Yield ETF (YLD) in Q1 2020, closing a stake of 23,630 shares — an estimated $484K sold.

United Capital Financial Advisors first reported a position in YLD in Q3 2019 and held it in 2 quarters. The position peaked at $484K in Q4 2019. 22 funds tracked by Wall St. Rank hold YLD as of Q1 2020.

  • United Capital Financial Advisors reported no remaining Principal Active High Yield ETF position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 23,630 Principal Active High Yield ETF shares in Q1 2020, an estimated $484K.
  • United Capital Financial Advisors first reported a position in Principal Active High Yield ETF in Q3 2019 and held it in 2 quarters.
  • United Capital Financial Advisors's Principal Active High Yield ETF position peaked at $484K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.