Winslow Evans & Crocker’s Principal Active High Yield ETF YLD Stock Holding History

Winslow Evans & Crocker’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 Q4	$14K	Hold	730	–	–	﹤0.01%	884
2020 Q3	$14K	Hold	730	–	–	﹤0.01%	699
2020 Q2	$13K	Sell	730 -2	-0.3%	-$35	﹤0.01%	693
2020 Q1	$12K	Hold	732	–	–	﹤0.01%	686
2019 Q4	$16K	Hold	732	–	–	﹤0.01%	726
2019 Q3	$16K	Hold	732	–	–	﹤0.01%	704
2019 Q2	$16K	Hold	732	–	–	﹤0.01%	728
2019 Q1	$16K	Hold	732	–	–	﹤0.01%	726
2018 Q4	$14K	Hold	732	–	–	﹤0.01%	717
2018 Q3	$16K	Hold	732	–	–	﹤0.01%	725
2018 Q2	$16K	Hold	732	–	–	0.01%	729
2018 Q1	$14.6K	Hold	732	–	–	﹤0.01%	714
2017 Q4	$15.1K	Hold	732	–	–	﹤0.01%	720
2017 Q3	$15.3K	Buy	732 +2	+0.3%	+$42	0.01%	727
2017 Q2	$15.2K	Buy	+730	New	+$15.1K	﹤0.01%	816

Other funds holding YLD

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Winslow Evans & Crocker's YLD Position: Q4 2020 in Review

Winslow Evans & Crocker held its Principal Active High Yield ETF (YLD) position steady in Q4 2020 at 730 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Winslow Evans & Crocker first reported a position in YLD in Q2 2017 and has held it in 15 quarters since. The position peaked at $16K in Q4 2019. 16 funds tracked by Wall St. Rank hold YLD as of Q4 2020.

Winslow Evans & Crocker held 730 shares of Principal Active High Yield ETF worth $14K as of Q4 2020.
Winslow Evans & Crocker left its Principal Active High Yield ETF share count unchanged in Q4 2020.
Principal Active High Yield ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #884 holding.
Winslow Evans & Crocker first reported a position in Principal Active High Yield ETF in Q2 2017 and has held it in 15 quarters since.
Winslow Evans & Crocker's Principal Active High Yield ETF position peaked at $16K in Q4 2019.
16 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.