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

WR Wealth Planners’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 		$7.83K Buy
+302
New +$7.9K ﹤0.01% 628

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 $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WR Wealth Planners's PYLD Position: Q4 2024 in Review

WR Wealth Planners opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q4 2024: 302 shares worth $7.83K. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings.

312 funds tracked by Wall St. Rank hold PYLD as of Q4 2024.

  • WR Wealth Planners held 302 shares of PIMCO Multi Sector Bond Active ETF worth $7.83K as of Q4 2024.
  • PIMCO Multi Sector Bond Active ETF was a new WR Wealth Planners position in Q4 2024.
  • PIMCO Multi Sector Bond Active ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #628 holding.
  • 312 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.