SEC 13F Intelligence

O'connor Financial Group LLC / PYLD

O'connor Financial Group LLC’s Pimco Etf Tr Position

Does O'connor Financial Group LLC own Pimco Etf Tr (PYLD)? Yes — 251.3K shares worth $7M (+2.69% of its 13F portfolio) as of Q1 2026, up from 251.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
251.3K
% of Portfolio
+2.69%
Quarters Held
4
currently held

Position History PYLD

Reported value by quarter
Q2 ’25: $6MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026251.3K$7M+2.69%
Q4 2025251.1K$7M+2.69%
Q3 2025238.5K$6M+2.68%
Q2 2025234.8K$6M+2.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of PYLD.