Aj Advisors, LLC Principal Exchange Traded Fds Transaction History

Aj Advisors, LLC

$225 Billion
Q2 2025

A detailed history of Aj Advisors, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Aj Advisors, LLC holds 94,855 shares of YLD stock, worth $1.82 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

94,855

Holding current value

$1.82 Million

% of portfolio

0.82%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$18.16 - $19.37 $1.72 Million - $1.84 Million	94,855 New	94,855 $1.84 Billion
Q3 2024 Oct 31, 2024	SELL	$18.89 - $19.62 $56,688 - $58,879	-3,001 Reduced 3.05%	95,508 $1.87 Billion
Q2 2024 Jul 30, 2024	SELL	$18.74 - $19.15 $49,829 - $50,919	-2,659 Reduced 2.63%	98,509 $1.88 Billion
Q1 2024 Apr 25, 2024	SELL	$18.75 - $19.2 $80,400 - $82,329	-4,288 Reduced 4.07%	101,168 $1.94 Billion
Q4 2023 Jan 23, 2024	BUY	$17.66 - $19.07 $1.86 Million - $2.01 Million	105,456 New	105,456 $1.99 Billion
Q2 2023 Aug 02, 2023	SELL	$18.08 - $18.44 $76,189 - $77,706	-4,214 Reduced 3.22%	126,686 $2.33 Billion
Q1 2023 Apr 20, 2023	BUY	$17.85 - $18.59 $2.34 Million - $2.43 Million	130,900 New	130,900 $2.4 Billion

Others Institutions Holding YLD

# of Institutions

Shares Held

13.6M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

2.76M
Shares

$53 Million
0.03% of portfolio
Principal Securities, Inc. Des Moines, IA

1.44M
Shares

$27.7 Million
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$27.1 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.02M
Shares

$19.5 Million
0.01% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

938K
Shares

$18 Million
1.13% of portfolio

View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
Sector ETFs
Industry ETFs

More about YLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Advisors, LLC with notifications on news.

Account