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YLDYLD
5 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in PRINCIPAL ACTIVE HIGH YIELD ETF

Steward Partners Investment Advisory, LLC holds 79,159 shares of YLD (PRINCIPAL ACTIVE HIGH YIELD ETF), worth $1.5M as of 2026-Q2. The position was increased (+18.9% shares). YLD represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.5M

Current Shares

79,159

Total Value Change

+$1.5M

Total Shares Change

+77,850

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
79,159
+18.9%
$1.5M0.0%$18.85
30
2026-Q1
Increased
66,577
+121.9%
$1.3M0.0%$18.40
41
2025-Q4
Increased
30,000
+66.1%
$570,1500.0%$18.22
36
2025-Q3
Increased
18,063
+1279.9%
$351,3110.0%$18.18
38
2025-Q2
New
1,309
-
$25,3550.0%$17.80
27

Other major holders of YLD: PRINCIPAL FINANCIAL GROUP INC, ENVESTNET ASSET MANAGEMENT INC

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