Hobart Private Capital, LLC YLD — PRINCIPAL EXCHANGE TRADED FD

Ownership history in Hobart Private Capital, LLC  ·  9 quarters on record

AI Ownership Summary

Hobart Private Capital, LLC reported PRINCIPAL EXCHANGE TRADED FD (YLD) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.32% in 2024 Q4. The latest visible filing shows YLD at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this YLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hobart Private Capital, LLC's position in PRINCIPAL EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

YLD was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

YLD stock page Hobart Private Capital, LLC fund profile Hobart Private Capital, LLC full holdings
How Hobart Private Capital, LLC held YLD — position size vs. price
% of Fund (quarterly)    YLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 36,696 +88 +0.2% 0.14% $696K 2026-04-07 $18.87
2025 Q4 REDUCED 30.1% +1.0% ❌ 36,608 -15,768 -30.1% 0.14% $696K 2026-01-27 $18.86
2025 Q3 ADDED — — — 52,376 +321 +0.6% 0.21% $1.0M 2025-10-01 $18.64
2025 Q2 ADDED — — — 52,055 +766 +1.5% 0.23% $1.0M 2025-07-31 $18.26
2025 Q1 REDUCED 24.1% +3.6% ❌ 51,289 -16,262 -24.1% 0.24% $977K 2025-04-01 $17.64
2024 Q4 ADDED — — — 67,551 +27,339 +68.0% 0.32% $1.3M 2025-01-28 $17.79
2024 Q3 ADDED — — — 40,212 +9,456 +30.7% 0.20% $785K 2024-11-07 $17.59
2024 Q2 ADDED — — — 30,756 +7,939 +34.8% 0.17% $586K 2024-07-30 $16.91
2024 Q1 INITIATED — — — 22,817 — — 0.13% $437K 2024-04-15 $16.25

🏢 Other funds also holding YLD

As of 2026 Q1 — sorted by position size

BALANCED WEALTH GROUP LLC 5.59% Cyndeo Wealth Partners, LLC 3Y 1.07% Manske Wealth Management 0.94% Stonebridge Financial Group, LLC / MO 0.29% Transcendent Capital Group LLC 0.26% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.09% PFG Investments, LLC 0.03% FIRST COMMUNITY TRUST NA 3Y 0.02% Belpointe Asset Management LLC 3Y 7Y 0.01% IFP Advisors, Inc 3Y 7Y 0.01%

FAQ About Hobart Private Capital, LLC and YLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hobart Private Capital, LLC reported owning YLD?

Hobart Private Capital, LLC reported YLD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported YLD position in Hobart Private Capital, LLC's portfolio?

The largest reported portfolio weight for YLD was 0.32% in 2024 Q4.

What is the latest reported YLD position on this page?

The most recent filing on this page is 2026 Q1, when Hobart Private Capital, LLC reported 36,696 shares, equal to 0.14% of portfolio, with an estimated market value of $696K.

What does the chart on this YLD ownership page compare?

The chart compares Hobart Private Capital, LLC's quarterly YLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hobart Private Capital, LLC time their YLD position?

Based on 13F filing dates vs. subsequent YLD price moves, Hobart Private Capital, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on YLD relative to SPY over the holding period was -6.9%.

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