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SignalPoint Asset Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

SignalPoint Asset 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
2024
Q4 		$207K Hold
8,000
– – 0.05% 241
2024
Q3 		$213K Hold
8,000
– – 0.05% 255
2024
Q2 		$205K Hold
8,000
– – 0.05% 249
2024
Q1 		$206K Buy
+8,000
New +$204K 0.06% 235

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 22.96% 1-Year Est. Return

SignalPoint Asset Management's PYLD Position: Q4 2024 in Review

SignalPoint Asset Management held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q4 2024 at 8,000 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #241.

SignalPoint Asset Management first reported a position in PYLD in Q1 2024 and has held it in 4 quarters since. The position peaked at $213K in Q3 2024. 312 funds tracked by Wall St. Rank hold PYLD as of Q4 2024.

  • SignalPoint Asset Management held 8,000 shares of PIMCO Multi Sector Bond Active ETF worth $207K as of Q4 2024.
  • SignalPoint Asset Management left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q4 2024.
  • PIMCO Multi Sector Bond Active ETF made up 0.05% of SignalPoint Asset Management's portfolio in Q4 2024, its #241 holding.
  • SignalPoint Asset Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 4 quarters since.
  • SignalPoint Asset Management's PIMCO Multi Sector Bond Active ETF position peaked at $213K in Q3 2024.
  • 312 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.