Purchases and Sales Made in Q2 2025 in Pimco ETF Tr 1 5 Yr High Yield (HYS)
This table provides information about the institutional ownership of Pimco ETF Tr 1 5 Yr High Yield (HYS) during Q2 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 1-5 YR HIGH YIELD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
160KNew |
$14.3M - $15.2M
|
160K
$15.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
95.5K+ 74.75% |
$8.56M - $9.08M
|
223K
$21.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.7K+ 4.31% |
$1.95M - $2.06M
|
525K
$49.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
20KNew |
$1.79M - $1.9M
|
20K
$1.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18.3KNew |
$1.64M - $1.73M
|
18.3K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
13.7KNew |
$1.23M - $1.3M
|
13.7K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
10.8K+ 7.28% |
$970K - $1.03M
|
160K
$15.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.17K+ 4.73% |
$643K - $682K
|
159K
$15M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
4.98K+ 23.15% |
$446K - $473K
|
26.5K
$2.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
4.24K+ 1.36% |
$380K - $403K
|
316K
$29.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.02K+ 36.05% |
$270K - $287K
|
11.4K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
2.86KNew |
$257K - $272K
|
2.86K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.71K+ 7.13% |
$242K - $257K
|
40.6K
$3.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
2.35K+ 10.53% |
$211K - $223K
|
24.7K
$2.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
2.16KNew |
$193K - $205K
|
2.16K
$204K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.88K+ 16.56% |
$169K - $179K
|
13.3K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.84K+ 10.21% |
$164K - $174K
|
19.8K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1.82K+ 1.27% |
$163K - $173K
|
144K
$13.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.68K+ 9.12% |
$151K - $160K
|
20.1K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.63K+ 56.52% |
$146K - $154K
|
4.5K
$426K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.6K+ 70.53% |
$143K - $152K
|
3.87K
$366K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
872+ 29.82% |
$78.1K - $82.8K
|
3.8K
$360K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
844+ 3.11% |
$75.6K - $80.2K
|
27.9K
$2.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
800+ 1.95% |
$71.7K - $76K
|
41.9K
$3.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
667+ 2.54% |
$59.7K - $63.4K
|
26.9K
$2.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
655+ 5.54% |
$58.7K - $62.2K
|
12.5K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
605+ 17.28% |
$54.2K - $57.5K
|
4.11K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
555New |
$49.7K - $52.7K
|
555
$52.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 19.18% |
$35.7K - $37.8K
|
2.47K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
382+ 8.3% |
$34.2K - $36.3K
|
4.98K
$472K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
224New |
$20.1K - $21.3K
|
224
$21.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
214+ 3.14% |
$19.2K - $20.3K
|
7.03K
$666K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
175+ 54.01% |
$15.7K - $16.6K
|
499
$47.3K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
134New |
$12K - $12.7K
|
134
$12.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
114+ 5.0% |
$10.2K - $10.8K
|
2.39K
$227K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
105+ 3.93% |
$9.41K - $9.98K
|
2.77K
$263K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
103+ 1.51% |
$9.23K - $9.79K
|
6.92K
$655K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
100+ 4.09% |
$8.96K - $9.5K
|
2.55K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
46+ 1.83% |
$4.12K - $4.37K
|
2.56K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$3.94K - $4.18K
|
44
$4.17K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
38+ 1.4% |
$3.4K - $3.61K
|
2.75K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
37+ 1.72% |
$3.31K - $3.52K
|
2.19K
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
8+ 0.15% |
$717 - $760
|
5.25K
$498K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.99% |
$448 - $475
|
511
$48.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.86% |
$448 - $475
|
274
$26K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 1.07% |
$179 - $190
|
189
$17.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$89.6 - $95
|
2.72K
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.93% |
$89.6 - $95
|
108
$10.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$89.6 - $95
|
3.27K
$310K
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
SELL
|
- |
-20- 0.48% |
$1.79K - $1.9K
|
4.19K
$397K
|