PFS Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

PFS Partners’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	–	Sell	-21,491	Closed	-$557K	–	454
2024 Q4	$557K	Buy	+21,491	New	+$562K	0.3%	33

Other funds holding PYLD

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

RPGK

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

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

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

AWM

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

GFG

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

AWMS

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

PFS Partners's PYLD Position: Q1 2025 in Review

PFS Partners sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2025, closing a stake of 21,491 shares — an estimated $557K sold.

PFS Partners first reported a position in PYLD in Q4 2024 and held it in 1 quarter. The position peaked at $557K in Q4 2024. 383 funds tracked by Wall St. Rank hold PYLD as of Q1 2025.

PFS Partners reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q1 2025 after selling out during the quarter.
PFS Partners sold 21,491 PIMCO Multi Sector Bond Active ETF shares in Q1 2025, an estimated $557K.
PFS Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and held it in 1 quarter.
PFS Partners's PIMCO Multi Sector Bond Active ETF position peaked at $557K in Q4 2024.
383 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2025.

Based on PFS Partners's 13F filing for Q1 2025, filed 14 Apr 2025.