Atria Investments’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Atria Investments’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	$14.4M	Buy	544,755 +23,790	+5%	+$628K	0.14%	146
2026 Q1	$13.6M	Buy	520,965 +242,290	+87%	+$6.46M	0.15%	135
2025 Q4	$7.44M	Buy	278,675 +36,264	+15%	+$972K	0.08%	262
2025 Q3	$6.51M	Sell	242,411 -3,980	-2%	-$106K	0.07%	300
2025 Q2	$6.54M	Buy	246,391 +10,127	+4%	+$264K	0.08%	292
2025 Q1	$6.23M	Buy	236,264 +78,287	+50%	+$2.05M	0.08%	301
2024 Q4	$4.09M	Buy	157,977 +11,394	+8%	+$298K	0.05%	418
2024 Q3	$3.91M	Sell	146,583 -2,411	-2%	-$63.2K	0.05%	433
2024 Q2	$3.82M	Buy	148,994 +65,796	+79%	+$1.68M	0.05%	426
2024 Q1	$2.14M	Buy	+83,198	New	+$2.13M	0.03%	625

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 22.9% 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

Atria Investments's PYLD Position: Q2 2026 in Review

Atria Investments increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.6% in Q2 2026, buying an estimated $628K and bringing the position to 544,755 shares worth $14.4M. The position accounts for 0.14% of the portfolio, ranked #146.

Atria Investments first reported a position in PYLD in Q1 2024 and has held it in 10 quarters since. 693 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Atria Investments held 544,755 shares of PIMCO Multi Sector Bond Active ETF worth $14.4M as of Q2 2026.
Atria Investments bought 23,790 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $628K.
PIMCO Multi Sector Bond Active ETF made up 0.14% of Atria Investments's portfolio in Q2 2026, its #146 holding.
Atria Investments first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 10 quarters since.
693 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.