Relative Value Partners Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Relative Value Partners Group’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 Q2	$1.71M	Buy	+66,808	New	+$1.7M	0.22%	105

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Relative Value Partners Group's PYLD Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2024: 66,808 shares worth $1.71M. The stake represents 0.22% of the portfolio and ranks #105 among its holdings.

162 funds tracked by Wall St. Rank hold PYLD as of Q2 2024.

Relative Value Partners Group held 66,808 shares of PIMCO Multi Sector Bond Active ETF worth $1.71M as of Q2 2024.
PIMCO Multi Sector Bond Active ETF was a new Relative Value Partners Group position in Q2 2024.
PIMCO Multi Sector Bond Active ETF made up 0.22% of Relative Value Partners Group's portfolio in Q2 2024, its #105 holding.
162 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.