Aveo Capital Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Aveo Capital Partners’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	–	Sell	-1,445,972	Closed	-$37.6M	–	116
2025 Q1	$37.6M	Buy	1,445,972 +642,274	+80%	+$16.8M	6.25%	2
2024 Q4	$20.8M	Buy	803,698 +234,270	+41%	+$6.13M	2.28%	8
2024 Q3	$15.2M	Buy	569,428 +32,946	+6%	+$863K	1.61%	13
2024 Q2	$13.8M	Buy	536,482 +37,663	+8%	+$960K	1.56%	14
2024 Q1	$12.7M	Buy	498,819 +125,738	+34%	+$3.21M	1.38%	16
2023 Q4	$9.58M	Sell	373,081 -18,164	-5%	-$448K	1.15%	23
2023 Q3	$9.56M	Buy	+391,245	New	+$9.73M	1.26%	14

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 $2.75B AUM 19.24% 1-Year Est. Return

Aveo Capital Partners's PYLD Position: Q2 2025 in Review

Aveo Capital Partners sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2025, closing a stake of 1,445,972 shares — an estimated $37.6M sold.

Aveo Capital Partners first reported a position in PYLD in Q3 2023 and held it in 7 quarters. The position peaked at $37.6M in Q1 2025. 421 funds tracked by Wall St. Rank hold PYLD as of Q2 2025.

Aveo Capital Partners reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 1,445,972 PIMCO Multi Sector Bond Active ETF shares in Q2 2025, an estimated $37.6M.
Aveo Capital Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and held it in 7 quarters.
Aveo Capital Partners's PIMCO Multi Sector Bond Active ETF position peaked at $37.6M in Q1 2025.
421 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.