Capital Investment Advisory Services, LLC Principal Exchange Traded Fds Transaction History

Capital Investment Advisory Services, LLC

$1.15 Billion
Q3 2025

A detailed history of Capital Investment Advisory Services, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 42,475 shares of YLD stock, worth $815,520. This represents 0.07% of its overall portfolio holdings.

Number of Shares

42,475

Previous 47,967 11.45%

Holding current value

$815,520

Previous $929,000 11.09%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$19.14 - $19.46 $105,116 - $106,874	-5,492 Reduced 11.45%	42,475 $826,000
Q2 2025 Aug 08, 2025	BUY	$18.16 - $19.37 $158,300 - $168,848	8,717 Added 22.21%	47,967 $929,000
Q1 2025 Apr 29, 2025	BUY	$19.03 - $19.51 $590,177 - $605,063	31,013 Added 376.51%	39,250 $747,000
Q4 2024 Jan 23, 2025	BUY	$19.17 - $19.61 $111,684 - $114,247	5,826 Added 241.64%	8,237 $157,000
Q3 2024 Oct 30, 2024	BUY	$18.89 - $19.62 $25,029 - $25,996	1,325 Added 122.01%	2,411 $47,000
Q2 2024 Aug 14, 2024	BUY	$18.74 - $19.15 $637 - $651	34 Added 3.23%	1,086 $20,000
Q1 2024 Apr 25, 2024	BUY	$18.75 - $19.2 $19,725 - $20,198	1,052 New	1,052 $20,000

Others Institutions Holding YLD

# of Institutions

Shares Held

15.8M

Call Options Held

Put Options Held

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About PRINCIPAL EXCHANGE-TRADED FDS

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Capital Investment Advisory Services, LLC Principal Exchange Traded Fds Transaction History