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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
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 0.13% 167
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arete Wealth Advisors's PYLD Position: Q1 2026 in Review

Arete Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 11% in Q1 2026, buying an estimated $229K and bringing the position to 88,559 shares worth $2.32M. The position accounts for 0.17% of the portfolio, ranked #148.

Arete Wealth Advisors first reported a position in PYLD in Q1 2025 and has held it in 5 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Arete Wealth Advisors held 88,559 shares of PIMCO Multi Sector Bond Active ETF worth $2.32M as of Q1 2026.
  • Arete Wealth Advisors bought 8,603 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $229K.
  • PIMCO Multi Sector Bond Active ETF made up 0.17% of Arete Wealth Advisors's portfolio in Q1 2026, its #148 holding.
  • Arete Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 5 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.