Orion Portfolio Solutions’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Orion Portfolio Solutions’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 Q1	$11.7M	Sell	445,555 -38,047	-8%	-$996K	0.12%	164
2024 Q4	$12.5M	Sell	483,602 -21,229	-4%	-$555K	0.12%	147
2024 Q3	$13.5M	Sell	504,831 -24,235	-5%	-$635K	0.13%	148
2024 Q2	$13.6M	Buy	529,066 +2,870	+0.5%	+$73.2K	0.14%	139
2024 Q1	$13.6M	Buy	+526,196	New	+$13.5M	0.15%	145

Other funds holding PYLD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

GR Financial Group Tucson, Arizona $301M AUM 15.9% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return