EW
PYLD icon

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

Element Wealth’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
2026
Q1 		$1.58M Buy
60,357
+813
+1% +$21.7K 0.65% 39
2025
Q4 		$1.59M Buy
59,544
+1,420
+2% +$38K 0.65% 34
2025
Q3 		$1.56M Buy
58,124
+4,774
+9% +$127K 0.68% 34
2025
Q2 		$1.42M Buy
53,350
+8,217
+18% +$214K 0.65% 35
2025
Q1 		$1.19M Buy
45,133
+11,535
+34% +$302K 0.64% 35
2024
Q4 		$871K Buy
33,598
+32,828
+4,263% +$859K 0.46% 45
2024
Q3 		$20.5K Buy
770
+250
+48% +$6.55K 0.01% 222
2024
Q2 		$13.3K Buy
+520
New +$13.3K 0.01% 237
2023
Q4 		– Sell
-1,009
Closed -$24.7K – 265
2023
Q3 		$24.7K Buy
+1,009
New +$25.1K 0.02% 189

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return