QWP
PYLD icon

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

Quotient Wealth 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
2024
Q3 		– Sell
-19,791
Closed -$507K – 325
2024
Q2 		$507K Sell
19,791
-400
-2% -$10.2K 0.02% 171
2024
Q1 		$520K Buy
+20,191
New +$516K 0.02% 165

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 $17.9B AUM 21.2% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Envestnet Asset Management
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