Kovitz Investment Group Partners
PYLD icon

Kovitz Investment Group Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-8,600
Closed -$227K – 1393
2025
Q1 		$227K Hold
8,600
– – ﹤0.01% 1141
2024
Q4 		$223K Buy
+8,600
New +$225K ﹤0.01% 1131

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Kovitz Investment Group Partners's PYLD Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2025, closing a stake of 8,600 shares — an estimated $227K sold.

Kovitz Investment Group Partners first reported a position in PYLD in Q4 2024 and held it in 2 quarters. The position peaked at $227K in Q1 2025. 421 funds tracked by Wall St. Rank hold PYLD as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,600 PIMCO Multi Sector Bond Active ETF shares in Q2 2025, an estimated $227K.
  • Kovitz Investment Group Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's PIMCO Multi Sector Bond Active ETF position peaked at $227K in Q1 2025.
  • 421 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.