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 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%	624
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

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

Arete Wealth Advisors's PYLD Position: Q2 2026 in Review

Arete Wealth Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 36% in Q2 2026, selling an estimated $837K and leaving 56,845 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #185.

Arete Wealth Advisors first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.32M in Q1 2026. 690 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Arete Wealth Advisors held 56,845 shares of PIMCO Multi Sector Bond Active ETF worth $1.51M as of Q2 2026.
Arete Wealth Advisors sold 31,714 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $837K.
PIMCO Multi Sector Bond Active ETF made up 0.1% of Arete Wealth Advisors's portfolio in Q2 2026, its #185 holding.
Arete Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
Arete Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $2.32M in Q1 2026.
690 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.