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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

GFG

GR Financial Group Tucson, Arizona $736M AUM 21.3% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Orion Portfolio Solutions's PYLD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 7.9% in Q1 2025, selling an estimated $996K and leaving 445,555 shares worth $11.7M. The position accounts for 0.12% of the portfolio, ranked #164.

Orion Portfolio Solutions first reported a position in PYLD in Q1 2024 and has held it in 5 quarters since. The position peaked at $13.6M in Q2 2024. 382 funds tracked by Wall St. Rank hold PYLD as of Q1 2025.

Orion Portfolio Solutions held 445,555 shares of PIMCO Multi Sector Bond Active ETF worth $11.7M as of Q1 2025.
Orion Portfolio Solutions sold 38,047 PIMCO Multi Sector Bond Active ETF shares in Q1 2025, an estimated $996K.
PIMCO Multi Sector Bond Active ETF made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #164 holding.
Orion Portfolio Solutions first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 5 quarters since.
Orion Portfolio Solutions's PIMCO Multi Sector Bond Active ETF position peaked at $13.6M in Q2 2024.
382 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.