Advisor Group Holdings, Inc. Principal Exchange Traded Fds Transaction History

Advisor Group Holdings, Inc.

$67.1 Billion
Q3 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 98,303 shares of YLD stock, worth $1.87 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

98,303

Previous 83,183 18.18%

Holding current value

$1.87 Million

Previous $1.61 Million 18.62%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$19.14 - $19.46 $289,396 - $294,235	15,120 Added 18.18%	98,303 $1.91 Million
Q2 2025 Sep 04, 2025	BUY	$18.16 - $19.37 $205,607 - $219,307	11,322 Added 15.76%	83,183 $1.61 Million
Q2 2025 Aug 13, 2025	SELL	$18.16 - $19.37 $375,421 - $400,436	-20,673 Reduced 22.34%	71,861 $1.39 Million
Q1 2025 May 12, 2025	BUY	$19.03 - $19.51 $423,189 - $433,863	22,238 Added 31.63%	92,534 $1.76 Million
Q4 2024 Jun 06, 2025	SELL	$19.17 - $19.61 $200,671 - $205,277	-10,468 Reduced 11.31%	82,066 $1.57 Million

Q4 2024 Feb 07, 2025	BUY	$19.17 - $19.61 $15,508 - $15,864	809 Added 1.16%	70,296 $1.35 Million
Q3 2024 Nov 13, 2024	BUY	$18.89 - $19.62 $500,943 - $520,302	26,519 Added 61.72%	69,487 $1.36 Million
Q2 2024 Aug 13, 2024	SELL	$18.74 - $19.15 $656,893 - $671,264	-35,053 Reduced 44.93%	42,968 $818,000
Q1 2024 May 10, 2024	BUY	$18.75 - $19.2 $1.3 Million - $1.33 Million	69,357 Added 800.52%	78,021 $1.49 Million
Q4 2023 Feb 12, 2024	SELL	$17.66 - $19.07 $62,940 - $67,965	-3,564 Reduced 29.15%	8,664 $163,000
Q3 2023 Nov 13, 2023	BUY	$18.0 - $18.49 $121,392 - $124,696	6,744 Added 122.98%	12,228 $220,000
Q2 2023 Aug 10, 2023	BUY	$18.08 - $18.44 $38,908 - $39,682	2,152 Added 64.59%	5,484 $100,000
Q1 2023 May 12, 2023	SELL	$17.85 - $18.59 $143,638 - $149,593	-8,047 Reduced 70.72%	3,332 $61,000
Q4 2022 Feb 10, 2023	BUY	$17.34 - $18.43 $197,311 - $209,714	11,379 New	11,379 $203,000
Q1 2022 May 04, 2022	SELL	$19.56 - $20.81 $25,956 - $27,614	-1,327 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$20.65 - $21.08 $14,971 - $15,282	725 Added 120.43%	1,327 $28,000
Q2 2021 Aug 02, 2021	SELL	$20.4 - $20.89 $40,432 - $41,403	-1,982 Reduced 76.7%	602 $25,000
Q1 2021 May 13, 2021	SELL	$19.78 - $20.4 $1,127 - $1,162	-57 Reduced 2.16%	2,584 $106,000
Q4 2020 Feb 10, 2021	BUY	$18.69 - $19.85 $373 - $397	20 Added 0.76%	2,641 $105,000
Q3 2020 Nov 12, 2020	BUY	$18.04 - $19.25 $35,069 - $37,422	1,944 Added 287.15%	2,621 $99,000
Q1 2020 May 18, 2020	BUY	$14.66 - $20.62 $9,924 - $13,959	677 New	677 $22,000

Others Institutions Holding YLD

# of Institutions

Shares Held

17.3M

Call Options Held

Put Options Held

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Advisor Group Holdings, Inc. Principal Exchange Traded Fds Transaction History