PPWM
PYLD icon

PFG Private Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

PFG Private Wealth Management’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
Q4 		– Sell
-60,812
Closed -$1.63M – 122
2025
Q3 		$1.63M Buy
+60,812
New +$1.62M 0.73% 40

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

PFG Private Wealth Management's PYLD Position: Q4 2025 in Review

PFG Private Wealth Management sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q4 2025, closing a stake of 60,812 shares — an estimated $1.63M sold.

PFG Private Wealth Management first reported a position in PYLD in Q3 2025 and held it in 1 quarter. The position peaked at $1.63M in Q3 2025. 574 funds tracked by Wall St. Rank hold PYLD as of Q4 2025.

  • PFG Private Wealth Management reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 60,812 PIMCO Multi Sector Bond Active ETF shares in Q4 2025, an estimated $1.63M.
  • PFG Private Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $1.63M in Q3 2025.
  • 574 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.