ATX Financial Planning’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

ATX Financial Planning’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	$5.26M	Buy	+207,092	New	+$5.4M	3.36%	7

Other funds holding PYLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

RPGK

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

ATX Financial Planning's PYLD Position: Q3 2026 in Review

ATX Financial Planning opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2026: 207,092 shares worth $5.26M. The stake represents 3.36% of the portfolio and ranks #7 among its holdings.

657 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

ATX Financial Planning held 207,092 shares of PIMCO Multi Sector Bond Active ETF worth $5.26M as of Q3 2026.
PIMCO Multi Sector Bond Active ETF was a new ATX Financial Planning position in Q3 2026.
PIMCO Multi Sector Bond Active ETF made up 3.36% of ATX Financial Planning's portfolio in Q3 2026, its #7 holding.
657 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on ATX Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.