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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
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
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

Atria Investments's PYLD Position: Q1 2026 in Review

Atria Investments increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 87% in Q1 2026, buying an estimated $6.46M and bringing the position to 520,965 shares worth $13.6M. The position accounts for 0.15% of the portfolio, ranked #135.

Atria Investments first reported a position in PYLD in Q1 2024 and has held it in 9 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Atria Investments held 520,965 shares of PIMCO Multi Sector Bond Active ETF worth $13.6M as of Q1 2026.
  • Atria Investments bought 242,290 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $6.46M.
  • PIMCO Multi Sector Bond Active ETF made up 0.15% of Atria Investments's portfolio in Q1 2026, its #135 holding.
  • Atria Investments first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 9 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.