QWP
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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 $3.94B AUM 18.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 22.96% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Quotient Wealth Partners's PYLD Position: Q3 2024 in Review

Quotient Wealth Partners sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2024, closing a stake of 19,791 shares — an estimated $507K sold.

Quotient Wealth Partners first reported a position in PYLD in Q1 2024 and held it in 2 quarters. The position peaked at $520K in Q1 2024. 222 funds tracked by Wall St. Rank hold PYLD as of Q3 2024.

  • Quotient Wealth Partners reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q3 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 19,791 PIMCO Multi Sector Bond Active ETF shares in Q3 2024, an estimated $507K.
  • Quotient Wealth Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and held it in 2 quarters.
  • Quotient Wealth Partners's PIMCO Multi Sector Bond Active ETF position peaked at $520K in Q1 2024.
  • 222 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2024.

Based on Quotient Wealth Partners's 13F filing for Q3 2024, filed 9 Oct 2024.