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Advocacy Wealth Management Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Advocacy Wealth Management 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
Q1 		$103M Buy
3,923,285
+333,378
+9% +$8.89M 4.55% 5
2025
Q4 		$95.8M Buy
3,589,907
+289,517
+9% +$7.76M 4.01% 6
2025
Q3 		$88.6M Buy
3,300,390
+74,807
+2% +$1.99M 3.85% 6
2025
Q2 		$85.6M Buy
3,225,583
+214,363
+7% +$5.59M 5.25% 4
2025
Q1 		$79.3M Buy
3,011,220
+2,899,903
+2,605% +$75.9M 5.4% 2
2024
Q4 		$2.89M Buy
111,317
+13,139
+13% +$344K 0.22% 37
2024
Q3 		$2.62M Buy
+98,178
New +$2.57M 0.21% 31

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

Advocacy Wealth Management Services's PYLD Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 9.3% in Q1 2026, buying an estimated $8.89M and bringing the position to 3,923,285 shares worth $103M. The position accounts for 4.55% of the portfolio, ranked #5.

Advocacy Wealth Management Services first reported a position in PYLD in Q3 2024 and has held it in 7 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Advocacy Wealth Management Services held 3,923,285 shares of PIMCO Multi Sector Bond Active ETF worth $103M as of Q1 2026.
  • Advocacy Wealth Management Services bought 333,378 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $8.89M.
  • PIMCO Multi Sector Bond Active ETF made up 4.55% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #5 holding.
  • Advocacy Wealth Management Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 7 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.