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Altus Wealth Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Altus Wealth Group’s Portfolio PYLD Stock Details PYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,940
Closed -$306K – 152
2023
Q4 		$306K Buy
+11,940
New +$295K 0.17% 111

Other funds holding PYLD

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $377M AUM 17.29% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altus Wealth Group's PYLD Position: Q1 2024 in Review

Altus Wealth Group sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2024, closing a stake of 11,940 shares — an estimated $306K sold.

Altus Wealth Group first reported a position in PYLD in Q4 2023 and held it in 1 quarter. The position peaked at $306K in Q4 2023. 117 funds tracked by Wall St. Rank hold PYLD as of Q1 2024.

  • Altus Wealth Group reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q1 2024 after selling out during the quarter.
  • Altus Wealth Group sold 11,940 PIMCO Multi Sector Bond Active ETF shares in Q1 2024, an estimated $306K.
  • Altus Wealth Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and held it in 1 quarter.
  • Altus Wealth Group's PIMCO Multi Sector Bond Active ETF position peaked at $306K in Q4 2023.
  • 117 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2024.

Based on Altus Wealth Group's 13F filing for Q1 2024, filed 2 May 2024.