AAS
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Annex Advisory Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Annex 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 		$35.7M Buy
1,344,720
+497,198
+59% +$13.1M 0.61% 47
2026
Q1 		$22.2M Buy
847,522
+474,064
+127% +$12.6M 0.42% 60
2025
Q4 		$9.96M Buy
+373,458
New +$10M 0.19% 86

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Annex Advisory Services's PYLD Position: Q2 2026 in Review

Annex Advisory Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 59% in Q2 2026, buying an estimated $13.1M and bringing the position to 1,344,720 shares worth $35.7M. The position accounts for 0.61% of the portfolio, ranked #47.

Annex Advisory Services first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Annex Advisory Services held 1,344,720 shares of PIMCO Multi Sector Bond Active ETF worth $35.7M as of Q2 2026.
  • Annex Advisory Services bought 497,198 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $13.1M.
  • PIMCO Multi Sector Bond Active ETF made up 0.61% of Annex Advisory Services's portfolio in Q2 2026, its #47 holding.
  • Annex Advisory Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.