Avantax Advisory Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Avantax Advisory Services’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	$1.22M	Buy	+45,827	New	+$1.2M	0.01%	1044

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Avantax Advisory Services's PYLD Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2025: 45,827 shares worth $1.22M. The stake represents 0.01% of the portfolio and ranks #1044 among its holdings.

421 funds tracked by Wall St. Rank hold PYLD as of Q2 2025.

Avantax Advisory Services held 45,827 shares of PIMCO Multi Sector Bond Active ETF worth $1.22M as of Q2 2025.
PIMCO Multi Sector Bond Active ETF was a new Avantax Advisory Services position in Q2 2025.
PIMCO Multi Sector Bond Active ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1044 holding.
421 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.