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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.26M	Buy	311,127 +36,584	+13%	+$971K	3.18%	7
2025 Q1	$7.23M	Buy	274,543 +49,139	+22%	+$1.29M	3.05%	9
2024 Q4	$5.84M	Buy	225,404 +37,022	+20%	+$960K	2.52%	10
2024 Q3	$5.02M	Buy	+188,382	New	+$5.02M	2.09%	14