Simplicity Solutions
PYLD icon

Simplicity Solutions’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Simplicity Solutions’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
2023
Q4 		$2.94M Buy
114,745
+1,139
+1% +$28.1K 0.08% 225
2023
Q3 		$2.78M Buy
+113,606
New +$2.82M 0.09% 204

Other funds holding PYLD

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Sanchez Wealth Management Group
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
EnRich Financial Partners
EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return
Beta Wealth Group
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Aveo Capital Partners
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Fortress Wealth Management
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return
Bridgewealth Advisory Group
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Simplicity Solutions's PYLD Position: Q4 2023 in Review

Simplicity Solutions increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1% in Q4 2023, buying an estimated $28.1K and bringing the position to 114,745 shares worth $2.94M. The position accounts for 0.08% of the portfolio, ranked #225.

Simplicity Solutions first reported a position in PYLD in Q3 2023 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold PYLD as of Q4 2023.

  • Simplicity Solutions held 114,745 shares of PIMCO Multi Sector Bond Active ETF worth $2.94M as of Q4 2023.
  • Simplicity Solutions bought 1,139 PIMCO Multi Sector Bond Active ETF shares in Q4 2023, an estimated $28.1K.
  • PIMCO Multi Sector Bond Active ETF made up 0.08% of Simplicity Solutions's portfolio in Q4 2023, its #225 holding.
  • Simplicity Solutions first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.