AO
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Advisor OS’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Advisor OS’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
Q1 		$12.3M Buy
469,680
+53,254
+13% +$1.42M 0.89% 23
2025
Q4 		$11.1M Buy
+416,426
New +$11.2M 0.9% 19

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor OS's PYLD Position: Q1 2026 in Review

Advisor OS increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 13% in Q1 2026, buying an estimated $1.42M and bringing the position to 469,680 shares worth $12.3M. The position accounts for 0.89% of the portfolio, ranked #23.

Advisor OS first reported a position in PYLD in Q4 2025 and has held it in 2 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Advisor OS held 469,680 shares of PIMCO Multi Sector Bond Active ETF worth $12.3M as of Q1 2026.
  • Advisor OS bought 53,254 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $1.42M.
  • PIMCO Multi Sector Bond Active ETF made up 0.89% of Advisor OS's portfolio in Q1 2026, its #23 holding.
  • Advisor OS first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.