YLD — PRINCIPAL EXCHANGE TRADED FD

Ownership history in BALANCED WEALTH GROUP LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which BALANCED WEALTH GROUP LLC reported a position in PRINCIPAL EXCHANGE TRADED FD (YLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.04% (2025 Q4)
Avg. % of fund
5.04%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 712,304 — — 5.04% $13.8M $18.78
% of Fund (quarterly)    YLD price (monthly, adj. close)

Other funds also holding YLD

As of 2025 Q4 — sorted by position size

Cedar Point Capital Partners, LLC 1.95% Cyndeo Wealth Partners, LLC 3Y 1.0% PRINCIPAL SECURITIES, INC. 0.84% BlueStem Wealth Partners, LLC 0.59% NICOLET ADVISORY SERVICES, LLC 3Y 0.56% ELEVATUS WELATH MANAGEMENT 0.56% AJ Advisors, LLC 3Y 0.52% Ameritas Investment Partners, Inc. 3Y 7Y 0.51% Brueske Advisory Services, LLC 0.34% McAdam, LLC 3Y 7Y 0.17%
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