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Aspire Private Capital’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Aspire Private Capital’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
Q4 		– Sell
-215
Closed -$5.73K – 516
2024
Q3 		$5.73K Sell
215
-2
-0.9% -$52 ﹤0.01% 447
2024
Q2 		$5.56K Buy
217
+94
+76% +$2.4K ﹤0.01% 454
2024
Q1 		$3.17K Buy
+123
New +$3.14K ﹤0.01% 538

Other funds holding PYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Aspire Private Capital's PYLD Position: Q4 2024 in Review

Aspire Private Capital sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q4 2024, closing a stake of 215 shares — an estimated $5.73K sold.

Aspire Private Capital first reported a position in PYLD in Q1 2024 and held it in 3 quarters. The position peaked at $5.73K in Q3 2024. 312 funds tracked by Wall St. Rank hold PYLD as of Q4 2024.

  • Aspire Private Capital reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 215 PIMCO Multi Sector Bond Active ETF shares in Q4 2024, an estimated $5.73K.
  • Aspire Private Capital first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and held it in 3 quarters.
  • Aspire Private Capital's PIMCO Multi Sector Bond Active ETF position peaked at $5.73K in Q3 2024.
  • 312 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.