Western Wealth Management’s Principal Active High Yield ETF YLD Stock Holding History

Western Wealth Management’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	$484K	Sell	25,386 -2,577	-9%	-$49K	0.02%	685
2026 Q1	$530K	Buy	+27,963	New	+$533K	0.02%	625
2025 Q1	–	Sell	-15,722	Closed	-$302K	–	794
2024 Q4	$302K	Buy	15,722 +691	+5%	+$13.4K	0.02%	610
2024 Q3	$294K	Buy	+15,031	New	+$290K	0.02%	602

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

Western Wealth Management's YLD Position: Q2 2026 in Review

Western Wealth Management reduced its Principal Active High Yield ETF (YLD) stake by 9.2% in Q2 2026, selling an estimated $49K and leaving 25,386 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #685.

Western Wealth Management first reported a position in YLD in Q3 2024 and has held it in 4 quarters since. The position peaked at $530K in Q1 2026. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Western Wealth Management held 25,386 shares of Principal Active High Yield ETF worth $484K as of Q2 2026.
Western Wealth Management sold 2,577 Principal Active High Yield ETF shares in Q2 2026, an estimated $49K.
Principal Active High Yield ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #685 holding.
Western Wealth Management first reported a position in Principal Active High Yield ETF in Q3 2024 and has held it in 4 quarters since.
Western Wealth Management's Principal Active High Yield ETF position peaked at $530K in Q1 2026.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.