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Walkner Condon Financial Advisors’s Principal Active High Yield ETF YLD Stock Holding History

Walkner Condon 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
-99,210
Closed -$2.03M – 70
2019
Q4 		$2.03M Buy
+99,210
New +$2.01M 1.96% 12

Other funds holding YLD

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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 $43.3B AUM 29.3% 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 $418M AUM 15.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Walkner Condon Financial Advisors's YLD Position: Q1 2020 in Review

Walkner Condon Financial Advisors sold out of Principal Active High Yield ETF (YLD) in Q1 2020, closing a stake of 99,210 shares — an estimated $2.03M sold.

Walkner Condon Financial Advisors first reported a position in YLD in Q4 2019 and held it in 1 quarter. The position peaked at $2.03M in Q4 2019. 22 funds tracked by Wall St. Rank hold YLD as of Q1 2020.

  • Walkner Condon Financial Advisors reported no remaining Principal Active High Yield ETF position as of Q1 2020 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 99,210 Principal Active High Yield ETF shares in Q1 2020, an estimated $2.03M.
  • Walkner Condon Financial Advisors first reported a position in Principal Active High Yield ETF in Q4 2019 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's Principal Active High Yield ETF position peaked at $2.03M in Q4 2019.
  • 22 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2020.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2020, filed 26 Aug 2020.