Integrated Wealth Concepts LLC
Position in YLD — Principal Active High Yield ETF
CIK 1737109
WALTHAM, MA
All Filings in YLD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 YLD | $6,627,942 | 349,575 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 YLD | $7,977,367 | 419,751 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 YLD | $7,689,395 | 395,362 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 YLD | $5,350,962 | 276,250 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 YLD | $4,999,291 | 262,430 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||