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Sowell Financial Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Sowell Financial Services’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 		– Sell
-231,323
Closed -$6.17M – 580
2024
Q3 		$6.17M Buy
231,323
+14,056
+6% +$368K 0.29% 87
2024
Q2 		$5.57M Buy
+217,267
New +$5.54M 0.27% 89

Other funds holding PYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $27.7B AUM 22.98% 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
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

Sowell Financial Services's PYLD Position: Q4 2024 in Review

Sowell Financial Services sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q4 2024, closing a stake of 231,323 shares — an estimated $6.17M sold.

Sowell Financial Services first reported a position in PYLD in Q2 2024 and held it in 2 quarters. The position peaked at $6.17M in Q3 2024. 312 funds tracked by Wall St. Rank hold PYLD as of Q4 2024.

  • Sowell Financial Services reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 231,323 PIMCO Multi Sector Bond Active ETF shares in Q4 2024, an estimated $6.17M.
  • Sowell Financial Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and held it in 2 quarters.
  • Sowell Financial Services's PIMCO Multi Sector Bond Active ETF position peaked at $6.17M in Q3 2024.
  • 312 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.