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Private Capital Management (Colorado)’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Private Capital Management (Colorado)’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
Q4 		$605K Buy
23,358
+16,245
+228% +$425K 0.12% 78
2024
Q3 		$190K Buy
7,113
+3,244
+84% +$85K 0.03% 182
2024
Q2 		$99.2K Buy
3,869
+3,339
+630% +$85.2K 0.02% 167
2024
Q1 		$13.7K Buy
+530
New +$13.5K ﹤0.01% 226

Other funds holding PYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NA
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Private Capital Management (Colorado)'s PYLD Position: Q4 2024 in Review

Private Capital Management (Colorado) increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 228% in Q4 2024, buying an estimated $425K and bringing the position to 23,358 shares worth $605K. The position accounts for 0.12% of the portfolio, ranked #78.

Private Capital Management (Colorado) first reported a position in PYLD in Q1 2024 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold PYLD as of Q4 2024.

  • Private Capital Management (Colorado) held 23,358 shares of PIMCO Multi Sector Bond Active ETF worth $605K as of Q4 2024.
  • Private Capital Management (Colorado) bought 16,245 PIMCO Multi Sector Bond Active ETF shares in Q4 2024, an estimated $425K.
  • PIMCO Multi Sector Bond Active ETF made up 0.12% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #78 holding.
  • Private Capital Management (Colorado) first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.