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Hartline Investment Corp’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Hartline Investment Corp’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
2024
Q2 		– Sell
-13,403
Closed -$345K – 347
2024
Q1 		$345K Buy
+13,403
New +$343K 0.06% 265

Other funds holding PYLD

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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Hartline Investment Corp's PYLD Position: Q2 2024 in Review

Hartline Investment Corp sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2024, closing a stake of 13,403 shares — an estimated $345K sold.

Hartline Investment Corp first reported a position in PYLD in Q1 2024 and held it in 1 quarter. The position peaked at $345K in Q1 2024. 162 funds tracked by Wall St. Rank hold PYLD as of Q2 2024.

  • Hartline Investment Corp reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 13,403 PIMCO Multi Sector Bond Active ETF shares in Q2 2024, an estimated $345K.
  • Hartline Investment Corp first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's PIMCO Multi Sector Bond Active ETF position peaked at $345K in Q1 2024.
  • 162 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.