Cape Investment Advisory, Inc. Principal Exchange Traded Fds Transaction History

Cape Investment Advisory, Inc.

  • $102 Billion
  • Q3 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,862 shares of YLD stock, worth $35,378. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,862
Previous 2,929 36.43%
Holding current value
$35,378
Previous $56.7 Million 36.17%
% of portfolio
0.04%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 29, 2025
SELL
$19.14 - $19.46 $20,422 - $20,763
-1,067 Reduced 36.43%
1,862 $36.2 Million
Q2 2025

Aug 19, 2025
BUY
$18.16 - $19.37 $5,393 - $5,752
297 Added 11.28%
2,929 $56.7 Million
Q1 2025

May 16, 2025
BUY
$19.03 - $19.51 $9,229 - $9,462
485 Added 22.59%
2,632 $50.1 Million
Q4 2024

Feb 05, 2025
BUY
$19.17 - $19.61 $5,463 - $5,588
285 Added 15.31%
2,147 $41.2 Million
Q3 2024

Nov 14, 2024
BUY
$18.89 - $19.62 $35,173 - $36,532
1,862 New
1,862 $36.4 Million

Others Institutions Holding YLD

# of Institutions
69
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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