4Wealth Advisors
PYLD icon

4Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

4Wealth Advisors’s Portfolio PYLD Stock Details PYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$756K Buy
29,745
+7,450
+33% +$194K 0.52% 53
2026
Q2 		$593K Buy
+22,295
New +$589K 0.46% 68

Other funds holding PYLD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

4Wealth Advisors's PYLD Position: Q3 2026 in Review

4Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 33% in Q3 2026, buying an estimated $194K and bringing the position to 29,745 shares worth $756K. The position accounts for 0.52% of the portfolio, ranked #53.

4Wealth Advisors first reported a position in PYLD in Q2 2026 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • 4Wealth Advisors held 29,745 shares of PIMCO Multi Sector Bond Active ETF worth $756K as of Q3 2026.
  • 4Wealth Advisors bought 7,450 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $194K.
  • PIMCO Multi Sector Bond Active ETF made up 0.52% of 4Wealth Advisors's portfolio in Q3 2026, its #53 holding.
  • 4Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.