Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35.7KNew |
$3.37M - $3.42M
|
35.7K
$3.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
8K+ 5.73% |
$754K - $767K
|
148K
$14M
|
|
|
Jan 22, 2026
Q4 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
6.24K+ 1.92% |
$588K - $598K
|
331K
$31.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.02K+ 9.37% |
$190K - $194K
|
23.6K
$2.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.26K+ 14.26% |
$119K - $121K
|
10.1K
$956K
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.25K+ 25.0% |
$118K - $120K
|
6.25K
$591K
|
|
|
Jan 20, 2026
Q4 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
669+ 1.86% |
$63K - $64.1K
|
36.7K
$3.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
514+ 11.81% |
$48.4K - $49.3K
|
4.87K
$460K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
429New |
$40.4K - $41.1K
|
429
$40.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
392+ 7.07% |
$36.9K - $37.6K
|
5.94K
$562K
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
160+ 1.44% |
$15.1K - $15.3K
|
11.3K
$1.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
158+ 5.07% |
$14.9K - $15.1K
|
3.27K
$310K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
65+ 1.87% |
$6.12K - $6.23K
|
3.53K
$334K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53+ 9.67% |
$4.99K - $5.08K
|
601
$56.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27New |
$2.54K - $2.59K
|
27
$2.55K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.52% |
$1.04K - $1.05K
|
2.14K
$202K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
9+ 0.06% |
$848 - $862
|
14.4K
$1.37M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 1.35% |
$660 - $671
|
524
$49.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 1.57% |
$283 - $287
|
194
$18.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-83- 6.53% |
$7.82K - $7.95K
|
1.19K
$112K
|
|
|
Jan 22, 2026
Q4 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 17.54% |
$9.42K - $9.58K
|
470
$44.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-115- 0.57% |
$10.8K - $11K
|
20K
$1.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-898- 7.62% |
$84.6K - $86.1K
|
10.9K
$1.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-1.15K- 30.3% |
$109K - $111K
|
2.65K
$251K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.21K- 18.05% |
$114K - $116K
|
5.49K
$520K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.24K- 58.42% |
$211K - $215K
|
1.6K
$151K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.17K- 59.64% |
$299K - $304K
|
2.15K
$203K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.68K- 60.47% |
$346K - $352K
|
2.4K
$227K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 96.37% |
$400K - $407K
|
160
$15.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-30.8K- 99.53% |
$2.9M - $2.95M
|
146
$13.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-43.1K- 6.57% |
$4.06M - $4.13M
|
613K
$58M
|
|