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 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%	+$9.97K	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

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 $104B AUM 28.3% 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

Apella Capital's PYLD Position: Q2 2026 in Review

Apella Capital increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 23% in Q2 2026, buying an estimated $259K and bringing the position to 52,458 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #321.

Apella Capital first reported a position in PYLD in Q3 2024 and has held it in 6 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Apella Capital held 52,458 shares of PIMCO Multi Sector Bond Active ETF worth $1.38M as of Q2 2026.
Apella Capital bought 9,813 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $259K.
PIMCO Multi Sector Bond Active ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #321 holding.
Apella Capital first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 6 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.