Kestra Private Wealth Services, LLC Principal Exchange Traded Fds Transaction History

Kestra Private Wealth Services, LLC

$7.16 Billion
Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 34,086 shares of YLD stock, worth $647,634. This represents 0.01% of its overall portfolio holdings.

Number of Shares

34,086

Previous 38,840 12.24%

Holding current value

$647,634

Previous $752,000 11.97%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$19.14 - $19.46 $90,991 - $92,512	-4,754 Reduced 12.24%	34,086 $662,000
Q2 2025 Aug 07, 2025	BUY	$18.16 - $19.37 $11,676 - $12,454	643 Added 1.68%	38,840 $752,000
Q1 2025 May 05, 2025	BUY	$19.03 - $19.51 $2,264 - $2,321	119 Added 0.31%	38,197 $727,000
Q4 2024 Jan 28, 2025	BUY	$19.17 - $19.61 $12,824 - $13,119	669 Added 1.79%	38,078 $730,000
Q3 2024 Nov 13, 2024	BUY	$18.89 - $19.62 $12,202 - $12,674	646 Added 1.76%	37,409 $730,000

Q2 2024 Aug 12, 2024	BUY	$18.74 - $19.15 $6,165 - $6,300	329 Added 0.9%	36,763 $700,000
Q1 2024 May 02, 2024	BUY	$18.75 - $19.2 $48,825 - $49,996	2,604 Added 7.7%	36,434 $698,000
Q4 2023 Feb 05, 2024	BUY	$17.66 - $19.07 $597,437 - $645,138	33,830 New	33,830 $638,000

Others Institutions Holding YLD

# of Institutions

Shares Held

17.3M

Call Options Held

Put Options Held

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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Account

Kestra Private Wealth Services, LLC Principal Exchange Traded Fds Transaction History