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Financial Advocates Investment Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Financial Advocates Investment Management’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
Q3 		$258K Sell
9,625
-2,410
-20% -$64K 0.15% 92
2025
Q2 		$319K Sell
12,035
-1,477
-11% -$38.5K 0.03% 484
2025
Q1 		$356K Sell
13,512
-3,186
-19% -$83.4K 0.03% 514
2024
Q4 		$433K Buy
16,698
+1,421
+9% +$37.2K 0.02% 498
2024
Q3 		$407K Buy
+15,277
New +$400K 0.02% 522

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 $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Financial Advocates Investment Management's PYLD Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 20% in Q3 2025, selling an estimated $64K and leaving 9,625 shares worth $258K. The position accounts for 0.15% of the portfolio, ranked #92.

Financial Advocates Investment Management first reported a position in PYLD in Q3 2024 and has held it in 5 quarters since. The position peaked at $433K in Q4 2024. 476 funds tracked by Wall St. Rank hold PYLD as of Q3 2025.

  • Financial Advocates Investment Management held 9,625 shares of PIMCO Multi Sector Bond Active ETF worth $258K as of Q3 2025.
  • Financial Advocates Investment Management sold 2,410 PIMCO Multi Sector Bond Active ETF shares in Q3 2025, an estimated $64K.
  • PIMCO Multi Sector Bond Active ETF made up 0.15% of Financial Advocates Investment Management's portfolio in Q3 2025, its #92 holding.
  • Financial Advocates Investment Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 5 quarters since.
  • Financial Advocates Investment Management's PIMCO Multi Sector Bond Active ETF position peaked at $433K in Q4 2024.
  • 476 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.