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

Financial Gravity Companies’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 Q2	$504	Buy	+19	New	+$496	﹤0.01%	853

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Financial Gravity Companies's PYLD Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2025: 19 shares worth $504. The stake represents ﹤0.01% of the portfolio and ranks #853 among its holdings.

421 funds tracked by Wall St. Rank hold PYLD as of Q2 2025.

Financial Gravity Companies held 19 shares of PIMCO Multi Sector Bond Active ETF worth $504 as of Q2 2025.
PIMCO Multi Sector Bond Active ETF was a new Financial Gravity Companies position in Q2 2025.
PIMCO Multi Sector Bond Active ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #853 holding.
421 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.