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

Apella Capital’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	$1.29M	Sell	50,897 -1,561	-3%	-$40.7K	0.02%	359
2026 Q2	$1.38M	Buy	52,458 +9,813	+23%	+$259K	0.02%	321
2026 Q1	$1.13M	Buy	+42,645	New	+$1.14M	0.02%	340
2025 Q3	–	Sell	-12,194	Closed	-$321K	–	484
2025 Q2	$321K	Buy	12,194 +181	+2%	+$4.72K	0.01%	341
2025 Q1	$311K	Buy	12,013 +381	+3%	+$10K	0.01%	298
2024 Q4	$302K	Sell	11,632 -15,105	-56%	-$395K	0.01%	286
2024 Q3	$709K	Buy	+26,737	New	+$700K	0.03%	187

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

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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital's PYLD Position: Q3 2026 in Review

Apella Capital reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3% in Q3 2026, selling an estimated $40.7K and leaving 50,897 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #359.

Apella Capital first reported a position in PYLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q2 2026. 249 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Apella Capital held 50,897 shares of PIMCO Multi Sector Bond Active ETF worth $1.29M as of Q3 2026.
Apella Capital sold 1,561 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $40.7K.
PIMCO Multi Sector Bond Active ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #359 holding.
Apella Capital first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 7 quarters since.
Apella Capital's PIMCO Multi Sector Bond Active ETF position peaked at $1.38M in Q2 2026.
249 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.