Peterson Financial Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Peterson Financial 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
2024 Q3	$41.7K	Buy	+1,566	New	+$41K	0.16%	103

Other funds holding PYLD

RPGK

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

SFA

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

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

AWM

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

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

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FIC

Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Peterson Financial Group's PYLD Position: Q3 2024 in Review

Peterson Financial Group opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2024: 1,566 shares worth $41.7K. The stake represents 0.16% of the portfolio and ranks #103 among its holdings.

222 funds tracked by Wall St. Rank hold PYLD as of Q3 2024.

Peterson Financial Group held 1,566 shares of PIMCO Multi Sector Bond Active ETF worth $41.7K as of Q3 2024.
PIMCO Multi Sector Bond Active ETF was a new Peterson Financial Group position in Q3 2024.
PIMCO Multi Sector Bond Active ETF made up 0.16% of Peterson Financial Group's portfolio in Q3 2024, its #103 holding.
222 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.