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Edge Financial Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Edge Financial Advisors’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
Q4 		$341K Buy
12,778
+2,007
+19% +$53.8K 0.14% 106
2025
Q3 		$289K Buy
+10,771
New +$286K 0.13% 113

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
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Edge Financial Advisors's PYLD Position: Q4 2025 in Review

Edge Financial Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 19% in Q4 2025, buying an estimated $53.8K and bringing the position to 12,778 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #106.

Edge Financial Advisors first reported a position in PYLD in Q3 2025 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold PYLD as of Q4 2025.

  • Edge Financial Advisors held 12,778 shares of PIMCO Multi Sector Bond Active ETF worth $341K as of Q4 2025.
  • Edge Financial Advisors bought 2,007 PIMCO Multi Sector Bond Active ETF shares in Q4 2025, an estimated $53.8K.
  • PIMCO Multi Sector Bond Active ETF made up 0.14% of Edge Financial Advisors's portfolio in Q4 2025, its #106 holding.
  • Edge Financial Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 2 quarters since.
  • 577 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.