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PYLDPYLD
11 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in PIMCO ETF TR

AE Wealth Management LLC holds 7.5M shares of PYLD (PIMCO ETF TR), worth $197.6M as of 2026-Q2. The position was decreased (-6.2% shares). PYLD represents 0.9% of AE Wealth Management LLC's portfolio.

Current Value

$197.6M

Current Shares

7.5M

Total Value Change

+$194.9M

Total Shares Change

+7.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
7.5M
-6.2%
$197.6M0.9%$26.24
0
2026-Q1
Increased
7.9M
+22.6%
$208.2M1.1%$25.56
58
2025-Q4
Increased
6.5M
+36.0%
$172.9M1.0%$25.80
56
2025-Q3
Increased
4.8M
+5.1%
$127.8M0.8%$25.33
45
2025-Q2
Increased
4.5M
+43.1%
$120.3M0.9%$24.67
57
2025-Q1
Increased
3.2M
+19.4%
$83.5M0.7%$24.14
50
2024-Q4
Increased
2.7M
+25.1%
$68.7M0.6%$23.54
51
2024-Q3
Increased
2.1M
+255.7%
$56.5M0.5%$23.69
67
2024-Q2
Increased
596,139
+140.4%
$15.3M0.2%$22.46
54
2024-Q1
Increased
247,958
+134.9%
$6.4M0.1%$22.24
44
2023-Q4
New
105,578
-
$2.7M0.0%$21.96
36

Other major holders of PYLD: BANK OF AMERICA CORP /DE/, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, MORGAN STANLEY, LPL Financial LLC

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