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

TrinityPoint 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
Q4 		$3.54M Buy
136,566
+37,399
+38% +$978K 0.5% 53
2024
Q3 		$2.64M Buy
+99,167
New +$2.6M 0.38% 68

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

TrinityPoint Wealth's PYLD Position: Q4 2024 in Review

TrinityPoint Wealth increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 38% in Q4 2024, buying an estimated $978K and bringing the position to 136,566 shares worth $3.54M. The position accounts for 0.5% of the portfolio, ranked #53.

TrinityPoint Wealth first reported a position in PYLD in Q3 2024 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold PYLD as of Q4 2024.

  • TrinityPoint Wealth held 136,566 shares of PIMCO Multi Sector Bond Active ETF worth $3.54M as of Q4 2024.
  • TrinityPoint Wealth bought 37,399 PIMCO Multi Sector Bond Active ETF shares in Q4 2024, an estimated $978K.
  • PIMCO Multi Sector Bond Active ETF made up 0.5% of TrinityPoint Wealth's portfolio in Q4 2024, its #53 holding.
  • TrinityPoint Wealth first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.