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

Aptus Capital Advisors’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	$471K	Sell	17,744 -28,184	-61%	-$744K	﹤0.01%	807
2026 Q1	$1.2M	Buy	45,928 +15,978	+53%	+$426K	0.01%	553
2025 Q4	$799K	Buy	29,950 +1,850	+7%	+$49.6K	0.01%	625
2025 Q3	$754K	Buy	28,100 +3,989	+17%	+$106K	0.01%	608
2025 Q2	$640K	Buy	24,111 +8,582	+55%	+$224K	0.01%	627
2025 Q1	$409K	Buy	15,529 +11,149	+255%	+$292K	﹤0.01%	698
2024 Q4	$114K	Buy	+4,380	New	+$115K	﹤0.01%	983

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

Aptus Capital Advisors's PYLD Position: Q2 2026 in Review

Aptus Capital Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 61% in Q2 2026, selling an estimated $744K and leaving 17,744 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Aptus Capital Advisors first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q1 2026. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Aptus Capital Advisors held 17,744 shares of PIMCO Multi Sector Bond Active ETF worth $471K as of Q2 2026.
Aptus Capital Advisors sold 28,184 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $744K.
PIMCO Multi Sector Bond Active ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #807 holding.
Aptus Capital Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
Aptus Capital Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $1.2M in Q1 2026.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.