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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
Q2 		– Sell
-22,930
Closed -$601K – 97
2026
Q1 		$601K Buy
22,930
+2,936
+15% +$78.3K 0.38% 56
2025
Q4 		$533K Buy
+19,994
New +$536K 0.34% 52

Other funds holding PYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's PYLD Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026, closing a stake of 22,930 shares — an estimated $601K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in PYLD in Q4 2025 and held it in 2 quarters. The position peaked at $601K in Q1 2026. 508 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2026 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 22,930 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $601K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and held it in 2 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's PIMCO Multi Sector Bond Active ETF position peaked at $601K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.