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GPS Wealth Strategies Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

GPS Wealth Strategies Group’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 		$107 Sell
4
-2,199
-100% -$58.9K ﹤0.01% 579
2025
Q3 		$59.1K Sell
2,203
-795
-27% -$21.1K 0.01% 634
2025
Q2 		$79.6K Sell
2,998
-18,856
-86% -$492K 0.01% 523
2025
Q1 		$576K Buy
21,854
+1,130
+5% +$29.6K 0.08% 154
2024
Q4 		$537K Buy
20,724
+11,098
+115% +$290K 0.07% 162
2024
Q3 		$257K Buy
+9,626
New +$252K 0.03% 260
2024
Q2 		– Sell
-2,317
Closed -$59.7K – 1397
2024
Q1 		$59.7K Buy
+2,317
New +$59.2K 0.01% 473

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 $376B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B 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
Envestnet Asset Management
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return