VWM
PYLD icon

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

Venturi Wealth Management’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
2025
Q1 		– Sell
-4,400
Closed -$114K – 1520
2024
Q4 		$114K Buy
+4,400
New +$115K 0.01% 718

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GFG
GR Financial Group Tucson, Arizona $736M AUM 21.3% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Venturi Wealth Management's PYLD Position: Q1 2025 in Review

Venturi Wealth Management sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2025, closing a stake of 4,400 shares — an estimated $114K sold.

Venturi Wealth Management first reported a position in PYLD in Q4 2024 and held it in 1 quarter. The position peaked at $114K in Q4 2024. 382 funds tracked by Wall St. Rank hold PYLD as of Q1 2025.

  • Venturi Wealth Management reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 4,400 PIMCO Multi Sector Bond Active ETF shares in Q1 2025, an estimated $114K.
  • Venturi Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $114K in Q4 2024.
  • 382 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.