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Atria Wealth Solutions’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$736K Sell
27,716
-562,586
-95% -$14.7M 0.02% 758
2025
Q1 		$15.6M Buy
590,302
+377,238
+177% +$9.87M 0.19% 118
2024
Q4 		$5.53M Buy
213,064
+158,032
+287% +$4.13M 0.06% 333
2024
Q3 		$1.47M Buy
55,032
+2,257
+4% +$59.1K 0.02% 764
2024
Q2 		$1.35M Buy
52,775
+2,695
+5% +$68.7K 0.01% 772
2024
Q1 		$1.29M Buy
50,080
+32,934
+192% +$842K 0.01% 800
2023
Q4 		$440K Buy
+17,146
New +$423K 0.01% 1286

Other funds holding PYLD

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Atria Wealth Solutions's PYLD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 95% in Q2 2025, selling an estimated $14.7M and leaving 27,716 shares worth $736K. The position accounts for 0.02% of the portfolio, ranked #758.

Atria Wealth Solutions first reported a position in PYLD in Q4 2023 and has held it in 7 quarters since. The position peaked at $15.6M in Q1 2025. 421 funds tracked by Wall St. Rank hold PYLD as of Q2 2025.

  • Atria Wealth Solutions held 27,716 shares of PIMCO Multi Sector Bond Active ETF worth $736K as of Q2 2025.
  • Atria Wealth Solutions sold 562,586 PIMCO Multi Sector Bond Active ETF shares in Q2 2025, an estimated $14.7M.
  • PIMCO Multi Sector Bond Active ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #758 holding.
  • Atria Wealth Solutions first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 7 quarters since.
  • Atria Wealth Solutions's PIMCO Multi Sector Bond Active ETF position peaked at $15.6M in Q1 2025.
  • 421 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.