SFC
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Swisher Financial Concepts’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Swisher Financial Concepts’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
2026
Q1 		$573K Buy
21,886
+2,632
+14% +$70.2K 0.32% 47
2025
Q4 		$514K Buy
+19,254
New +$516K 0.29% 53
2025
Q3 		– Sell
-7,760
Closed -$206K – 95
2025
Q2 		$206K Sell
7,760
-1,402
-15% -$36.6K 0.13% 88
2025
Q1 		$241K Sell
9,162
-1,184
-11% -$31K 0.2% 68
2024
Q4 		$268K Sell
10,346
-11,641
-53% -$305K 0.32% 49
2024
Q3 		$582K Buy
21,987
+1,716
+8% +$45K 0.37% 48
2024
Q2 		$517K Buy
20,271
+2,232
+12% +$56.9K 0.52% 35
2024
Q1 		$457K Buy
18,039
+1,966
+12% +$50.3K 0.4% 41
2023
Q4 		$412K Buy
+16,073
New +$397K 0.4% 42

Other funds holding PYLD

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return