Allen Capital Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Allen Capital Group’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 Q3	$30.4M	Buy	1,199,136 +42,117	+4%	+$1.1M	2.44%	10
2026 Q2	$30.7M	Buy	1,157,019 +67,549	+6%	+$1.78M	2.5%	8
2026 Q1	$28.5M	Buy	1,089,470 +381,890	+54%	+$10.2M	2.55%	8
2025 Q4	$18.9M	Buy	707,580 +60,905	+9%	+$1.63M	1.73%	12
2025 Q3	$17.4M	Buy	646,675 +50,377	+8%	+$1.34M	1.64%	13
2025 Q2	$15.8M	Buy	596,298 +73,977	+14%	+$1.93M	1.62%	13
2025 Q1	$13.8M	Buy	522,321 +51,389	+11%	+$1.35M	1.55%	14
2024 Q4	$12.2M	Buy	470,932 +461,518	+4,902%	+$12.1M	1.46%	14
2024 Q3	$251K	Buy	9,414 +1,146	+14%	+$30K	0.03%	208
2024 Q2	$212K	Buy	+8,268	New	+$211K	0.03%	202

Other funds holding PYLD

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Allen Capital Group's PYLD Position: Q3 2026 in Review

Allen Capital Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.6% in Q3 2026, buying an estimated $1.1M and bringing the position to 1,199,136 shares worth $30.4M. The position accounts for 2.44% of the portfolio, ranked #10.

Allen Capital Group first reported a position in PYLD in Q2 2024 and has held it in 10 quarters since. The position peaked at $30.7M in Q2 2026. 315 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Allen Capital Group held 1,199,136 shares of PIMCO Multi Sector Bond Active ETF worth $30.4M as of Q3 2026.
Allen Capital Group bought 42,117 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $1.1M.
PIMCO Multi Sector Bond Active ETF made up 2.44% of Allen Capital Group's portfolio in Q3 2026, its #10 holding.
Allen Capital Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 10 quarters since.
Allen Capital Group's PIMCO Multi Sector Bond Active ETF position peaked at $30.7M in Q2 2026.
315 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.