Acorn Financial Advisory Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Acorn Financial Advisory Services’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	$42.9M	Buy	1,616,850 +110,303	+7%	+$2.91M	5.69%	3
2026 Q1	$39.5M	Buy	1,506,547 +370,445	+33%	+$9.87M	5.41%	5
2025 Q4	$30.3M	Buy	+1,136,102	New	+$30.4M	4.47%	7

Other funds holding PYLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Acorn Financial Advisory Services's PYLD Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 7.3% in Q2 2026, buying an estimated $2.91M and bringing the position to 1,616,850 shares worth $42.9M. The position accounts for 5.69% of the portfolio, ranked #3.

Acorn Financial Advisory Services first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Acorn Financial Advisory Services held 1,616,850 shares of PIMCO Multi Sector Bond Active ETF worth $42.9M as of Q2 2026.
Acorn Financial Advisory Services bought 110,303 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $2.91M.
PIMCO Multi Sector Bond Active ETF made up 5.69% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #3 holding.
Acorn Financial Advisory Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
475 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.