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

AE Wealth Management’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	$198M	Sell	7,451,681 -493,728	-6%	-$13M	0.92%	17
2026 Q1	$208M	Buy	7,945,409 +1,466,190	+23%	+$39.1M	1.13%	11
2025 Q4	$173M	Buy	6,479,219 +1,716,503	+36%	+$46M	0.99%	15
2025 Q3	$128M	Buy	4,762,716 +231,238	+5%	+$6.14M	0.81%	19
2025 Q2	$120M	Buy	4,531,478 +1,364,400	+43%	+$35.6M	0.88%	18
2025 Q1	$83.5M	Buy	3,167,078 +514,758	+19%	+$13.5M	0.7%	28
2024 Q4	$68.7M	Buy	2,652,320 +531,698	+25%	+$13.9M	0.58%	34
2024 Q3	$56.5M	Buy	2,120,622 +1,524,483	+256%	+$39.9M	0.51%	42
2024 Q2	$15.3M	Buy	596,139 +348,181	+140%	+$8.88M	0.15%	164
2024 Q1	$6.39M	Buy	247,958 +142,380	+135%	+$3.64M	0.07%	266
2023 Q4	$2.71M	Buy	+105,578	New	+$2.61M	0.01%	802

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

AE Wealth Management's PYLD Position: Q2 2026 in Review

AE Wealth Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 6.2% in Q2 2026, selling an estimated $13M and leaving 7,451,681 shares worth $198M. The position accounts for 0.92% of the portfolio, ranked #17.

AE Wealth Management first reported a position in PYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $208M in Q1 2026. 688 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

AE Wealth Management held 7,451,681 shares of PIMCO Multi Sector Bond Active ETF worth $198M as of Q2 2026.
AE Wealth Management sold 493,728 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $13M.
PIMCO Multi Sector Bond Active ETF made up 0.92% of AE Wealth Management's portfolio in Q2 2026, its #17 holding.
AE Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
AE Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $208M in Q1 2026.
688 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.