PYLD — PIMCO ETF TR

Ownership history in Advisor OS, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in PIMCO ETF TR (PYLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.89% (2025 Q4)
Avg. % of fund
0.89%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 416,426 — — 0.89% $11.1M $26.44
% of Fund (quarterly)    PYLD price (monthly, adj. close)

Other funds also holding PYLD

As of 2025 Q4 — sorted by position size

Wall Capital Group, Inc. 3Y 7Y 30.92% GR FINANCIAL GROUP, LLC 20.74% Sheridan Capital Management, LLC 15.83% Schwallier Wealth Management LLC 13.45% DAHRING | CUSMANO LLC 12.65% Vigilare Wealth Management 3Y 12.01% Pinnacle Wealth Management, LLC 3Y 11.79% Sunflower Bank, N.A. 3Y 10.88% Family Investment Center, Inc. 3Y 10.78% Symphony Financial Services, Inc. 10.32%
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