SEC 13F Intelligence

Usadvisors Wealth Management, LLC / PYLD

Usadvisors Wealth Management, LLC’s Pimco Etf Tr Position

Does Usadvisors Wealth Management, LLC own Pimco Etf Tr (PYLD)? Yes219.2K shares worth $6M (+1.90% of its 13F portfolio) as of Q1 2026, up from 208.8K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
219.2K
% of Portfolio
+1.90%
Quarters Held
10
currently held

Position History PYLD

Reported value by quarter
Q4 ’23: $744,000Q4 ’23Q1 ’24: $856,000Q2 ’24: $853,000Q2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $3MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026219.2K$6M+1.90%
Q4 2025208.8K$6M+1.83%
Q3 202597.0K$3M+0.90%
Q2 202586.8K$2M+0.86%
Q1 202577.4K$2M+0.71%
Q4 202451.9K$1M+0.44%
Q3 202442.6K$1M+0.40%
Q2 202433.3K$853,000+0.30%
Q1 202433.3K$856,000+0.32%
Q4 202329.0K$744,000+0.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of PYLD.