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Financial Gravity Asset Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-1,349
Closed -$36.2K – 889
2025
Q3 		$36.2K Buy
+1,349
New +$35.8K 0.01% 335
2025
Q1 		$501 Buy
+19
New +$497 ﹤0.01% 931
2024
Q2 		– Sell
-39
Closed -$1K – 1705
2024
Q1 		$1K Buy
+39
New +$997 ﹤0.01% 738

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

Financial Gravity Asset Management's PYLD Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q4 2025, closing a stake of 1,349 shares — an estimated $36.2K sold.

Financial Gravity Asset Management first reported a position in PYLD in Q1 2024 and held it in 3 quarters. The position peaked at $36.2K in Q3 2025. 577 funds tracked by Wall St. Rank hold PYLD as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1,349 PIMCO Multi Sector Bond Active ETF shares in Q4 2025, an estimated $36.2K.
  • Financial Gravity Asset Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and held it in 3 quarters.
  • Financial Gravity Asset Management's PIMCO Multi Sector Bond Active ETF position peaked at $36.2K in Q3 2025.
  • 577 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.