Arete Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Arete Wealth 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 Q3	$295K	Sell	11,609 -45,236	-80%	-$1.18M	0.02%	350
2026 Q2	$1.51M	Sell	56,845 -31,714	-36%	-$837K	0.1%	185
2026 Q1	$2.32M	Buy	88,559 +8,603	+11%	+$229K	0.17%	148
2025 Q4	$2.13M	Buy	79,956 +69,408	+658%	+$1.86M	0.15%	158
2025 Q3	$283K	Buy	10,548 +97	+0.9%	+$2.58K	0.02%	338
2025 Q2	$277K	Sell	10,451 -1,694	-14%	-$44.2K	0.02%	590
2025 Q1	$320K	Buy	+12,145	New	+$318K	0.02%	505

Other funds holding PYLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPGK

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Arete Wealth Advisors's PYLD Position: Q3 2026 in Review

Arete Wealth Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 80% in Q3 2026, selling an estimated $1.18M and leaving 11,609 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #350.

Arete Wealth Advisors first reported a position in PYLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.32M in Q1 2026. 477 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Arete Wealth Advisors held 11,609 shares of PIMCO Multi Sector Bond Active ETF worth $295K as of Q3 2026.
Arete Wealth Advisors sold 45,236 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $1.18M.
PIMCO Multi Sector Bond Active ETF made up 0.02% of Arete Wealth Advisors's portfolio in Q3 2026, its #350 holding.
Arete Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 7 quarters since.
Arete Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $2.32M in Q1 2026.
477 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.