YLD — PRINCIPAL EXCHANGE TRADED FD

Ownership history in Mariner, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Mariner, 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 116,414 +25,870 +28.6% 0.00% $2.3M $18.74
2025 Q2 ADDED 90,544 +67,154 +287.1% 0.00% $1.8M $18.35
2025 Q1 ADDED 23,390 +10,197 +77.3% 0.00% $446K $17.72
2024 Q4 INITIATED 13,193 — — 0.00% $253K $17.63
% of Fund (quarterly)    YLD price (monthly, adj. close)

Other funds also holding YLD

As of 2025 Q4 — sorted by position size

BALANCED WEALTH GROUP LLC 5.04% 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%
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