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

Fairvoy Private 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
2025
Q1 		– Sell
-11,697
Closed -$303K – 182
2024
Q4 		$303K Buy
+11,697
New +$306K 0.08% 144

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GFG
GR Financial Group Tucson, Arizona $736M AUM 21.3% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Fairvoy Private Wealth's PYLD Position: Q1 2025 in Review

Fairvoy Private Wealth sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2025, closing a stake of 11,697 shares — an estimated $303K sold.

Fairvoy Private Wealth first reported a position in PYLD in Q4 2024 and held it in 1 quarter. The position peaked at $303K in Q4 2024. 382 funds tracked by Wall St. Rank hold PYLD as of Q1 2025.

  • Fairvoy Private Wealth reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q1 2025 after selling out during the quarter.
  • Fairvoy Private Wealth sold 11,697 PIMCO Multi Sector Bond Active ETF shares in Q1 2025, an estimated $303K.
  • Fairvoy Private Wealth first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and held it in 1 quarter.
  • Fairvoy Private Wealth's PIMCO Multi Sector Bond Active ETF position peaked at $303K in Q4 2024.
  • 382 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2025.

Based on Fairvoy Private Wealth's 13F filing for Q1 2025, filed 17 Apr 2025.