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

Lokken Investment 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
Q3 		$8.74M Buy
325,589
+14,462
+5% +$384K 3% 9
2025
Q2 		$8.26M Buy
311,127
+36,584
+13% +$954K 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% +$968K 2.52% 10
2024
Q3 		$5.02M Buy
+188,382
New +$4.94M 2.09% 14

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 $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Lokken Investment Group's PYLD Position: Q3 2025 in Review

Lokken Investment Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.6% in Q3 2025, buying an estimated $384K and bringing the position to 325,589 shares worth $8.74M. The position accounts for 3% of the portfolio, ranked #9.

Lokken Investment Group first reported a position in PYLD in Q3 2024 and has held it in 5 quarters since. 476 funds tracked by Wall St. Rank hold PYLD as of Q3 2025.

  • Lokken Investment Group held 325,589 shares of PIMCO Multi Sector Bond Active ETF worth $8.74M as of Q3 2025.
  • Lokken Investment Group bought 14,462 PIMCO Multi Sector Bond Active ETF shares in Q3 2025, an estimated $384K.
  • PIMCO Multi Sector Bond Active ETF made up 3% of Lokken Investment Group's portfolio in Q3 2025, its #9 holding.
  • Lokken Investment Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 5 quarters since.
  • 476 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.