SW
PYLD icon

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

Simplicity Wealth’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
-159,979
Closed -$4.1M – 1037
2024
Q2 		$4.1M Buy
159,979
+234
+0.1% +$5.97K 0.09% 217
2024
Q1 		$4.12M Buy
+159,745
New +$4.08M 0.1% 210

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 $20.1B AUM 24.77% 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

Simplicity Wealth's PYLD Position: Q3 2024 in Review

Simplicity Wealth sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2024, closing a stake of 159,979 shares — an estimated $4.1M sold.

Simplicity Wealth first reported a position in PYLD in Q1 2024 and held it in 2 quarters. The position peaked at $4.12M in Q1 2024. 222 funds tracked by Wall St. Rank hold PYLD as of Q3 2024.

  • Simplicity Wealth reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 159,979 PIMCO Multi Sector Bond Active ETF shares in Q3 2024, an estimated $4.1M.
  • Simplicity Wealth first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's PIMCO Multi Sector Bond Active ETF position peaked at $4.12M in Q1 2024.
  • 222 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.