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 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
844+ 3.11% |
$75.6K - $80.2K
|
27.9K
$2.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
800+ 1.95% |
$71.7K - $76K
|
41.9K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
797+ 9.88% |
$71.4K - $75.7K
|
8.86K
$846K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
781+ 10.17% |
$70K - $74.2K
|
8.46K
$808K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
765+ 8.65% |
$68.5K - $72.7K
|
9.61K
$917K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
746New |
$66.8K - $70.9K
|
746
$71.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
667+ 2.54% |
$59.7K - $63.4K
|
26.9K
$2.57M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
656+ 3.11% |
$58.8K - $62.3K
|
21.7K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
655+ 5.54% |
$58.7K - $62.2K
|
12.5K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
605+ 17.28% |
$54.2K - $57.5K
|
4.11K
$392K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
586New |
$52.5K - $55.7K
|
586
$56K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
577+ 9.8% |
$51.7K - $54.8K
|
6.47K
$617K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
555New |
$49.7K - $52.7K
|
555
$53K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
550+ 2.04% |
$49.3K - $52.3K
|
27.5K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
534+ 20.02% |
$47.8K - $50.7K
|
3.2K
$306K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 19.18% |
$35.7K - $37.8K
|
2.47K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
382+ 8.3% |
$34.2K - $36.3K
|
4.98K
$476K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
351+ 45.58% |
$31.4K - $33.3K
|
1.12K
$107K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
316+ 734.88% |
$28.3K - $30K
|
359
$34.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
242+ 4.43% |
$21.7K - $23K
|
5.71K
$545K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
224New |
$20.1K - $21.3K
|
224
$21.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
214+ 3.14% |
$19.2K - $20.3K
|
7.03K
$671K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
206+ 3.74% |
$18.5K - $19.6K
|
5.72K
$546K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
193+ 17.94% |
$17.3K - $18.3K
|
1.27K
$121K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
175+ 54.01% |
$15.7K - $16.6K
|
499
$47.6K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
134New |
$12K - $12.7K
|
134
$12.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
124+ 3.73% |
$11.1K - $11.8K
|
3.45K
$330K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
114+ 5.0% |
$10.2K - $10.8K
|
2.39K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
105+ 1.03% |
$9.41K - $9.98K
|
10.3K
$980K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
105+ 3.93% |
$9.41K - $9.98K
|
2.77K
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
103+ 1.51% |
$9.23K - $9.79K
|
6.92K
$661K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
100+ 4.09% |
$8.96K - $9.5K
|
2.55K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
79+ 1.49% |
$7.08K - $7.51K
|
5.38K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
68+ 1.26% |
$6.09K - $6.46K
|
5.46K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
62+ 1.85% |
$5.55K - $5.89K
|
3.41K
$326K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
46+ 1.83% |
$4.12K - $4.37K
|
2.56K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$3.94K - $4.18K
|
44
$4.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42New |
$3.76K - $3.99K
|
42
$4.01K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
38+ 1.4% |
$3.4K - $3.61K
|
2.75K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
37+ 1.72% |
$3.31K - $3.52K
|
2.19K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 26.51% |
$1.97K - $2.09K
|
105
$10K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
9+ 10.11% |
$806 - $855
|
98
$9.36K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9+ 0.09% |
$806 - $855
|
10.1K
$967K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
8+ 0.15% |
$717 - $760
|
5.25K
$502K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.99% |
$448 - $475
|
511
$48.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.86% |
$448 - $475
|
274
$26.2K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 2.31% |
$269 - $285
|
133
$12.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$179 - $190
|
1.54K
$147K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 1.07% |
$179 - $190
|
189
$18K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$89.6 - $95
|
3.27K
$313K
|