PWM
PYLD icon

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

Prosperity 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
Q3 		– Sell
-39,543
Closed -$1.05M – 272
2025
Q2 		$1.05M Buy
39,543
+4,112
+12% +$107K 0.39% 55
2025
Q1 		$934K Buy
35,431
+1,176
+3% +$30.8K 0.44% 47
2024
Q4 		$888K Sell
34,255
-8,007
-19% -$209K 0.37% 50
2024
Q3 		$1.13M Buy
42,262
+12,726
+43% +$333K 0.45% 35
2024
Q2 		$757K Buy
29,536
+5,164
+21% +$132K 0.37% 51
2024
Q1 		$628K Buy
24,372
+2,549
+12% +$65.2K 0.3% 57
2023
Q4 		$560K Buy
+21,823
New +$539K 0.36% 42

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
HighTower Advisors
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Prosperity Wealth Management's PYLD Position: Q3 2025 in Review

Prosperity Wealth Management sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2025, closing a stake of 39,543 shares — an estimated $1.05M sold.

Prosperity Wealth Management first reported a position in PYLD in Q4 2023 and held it in 7 quarters. The position peaked at $1.13M in Q3 2024. 476 funds tracked by Wall St. Rank hold PYLD as of Q3 2025.

  • Prosperity Wealth Management reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q3 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 39,543 PIMCO Multi Sector Bond Active ETF shares in Q3 2025, an estimated $1.05M.
  • Prosperity Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and held it in 7 quarters.
  • Prosperity Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $1.13M in Q3 2024.
  • 476 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2025.

Based on Prosperity Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.