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Burkett Financial Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Burkett Financial 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 		– Sell
-1,766
Closed -$46.5K – 242
2025
Q1 		$46.5K Buy
+1,766
New +$46.2K 0.02% 92

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 22.9% 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

Burkett Financial Services's PYLD Position: Q2 2025 in Review

Burkett Financial Services sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2025, closing a stake of 1,766 shares — an estimated $46.5K sold.

Burkett Financial Services first reported a position in PYLD in Q1 2025 and held it in 1 quarter. The position peaked at $46.5K in Q1 2025. 421 funds tracked by Wall St. Rank hold PYLD as of Q2 2025.

  • Burkett Financial Services reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 1,766 PIMCO Multi Sector Bond Active ETF shares in Q2 2025, an estimated $46.5K.
  • Burkett Financial Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's PIMCO Multi Sector Bond Active ETF position peaked at $46.5K in Q1 2025.
  • 421 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.