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U.S. Capital Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

U.S. Capital Wealth Advisors’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
Q2 		– Sell
-12,700
Closed -$327K – 707
2024
Q1 		$327K Sell
12,700
-3,400
-21% -$86.9K 0.01% 546
2023
Q4 		$413K Sell
16,100
-1,300
-7% -$32.1K 0.02% 487
2023
Q3 		$425K Buy
+17,400
New +$433K 0.02% 460

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

U.S. Capital Wealth Advisors's PYLD Position: Q2 2024 in Review

U.S. Capital Wealth Advisors sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2024, closing a stake of 12,700 shares — an estimated $327K sold.

U.S. Capital Wealth Advisors first reported a position in PYLD in Q3 2023 and held it in 3 quarters. The position peaked at $425K in Q3 2023. 162 funds tracked by Wall St. Rank hold PYLD as of Q2 2024.

  • U.S. Capital Wealth Advisors reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2024 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 12,700 PIMCO Multi Sector Bond Active ETF shares in Q2 2024, an estimated $327K.
  • U.S. Capital Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and held it in 3 quarters.
  • U.S. Capital Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $425K in Q3 2023.
  • 162 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.