Avaii Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Avaii Wealth Management’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	$10.3M	Buy	408,457 +10,108	+3%	+$264K	2.96%	8
2026 Q2	$10.6M	Buy	398,349 +28,588	+8%	+$755K	3.1%	10
2026 Q1	$9.7M	Buy	369,761 +10,658	+3%	+$284K	3.38%	8
2025 Q4	$9.6M	Buy	359,103 +320,957	+841%	+$8.6M	3.47%	7
2025 Q3	$1.02M	Buy	38,146 +13,428	+54%	+$357K	0.39%	36
2025 Q2	$656K	Buy	24,718 +4,082	+20%	+$106K	0.29%	47
2025 Q1	$544K	Buy	20,636 +9,328	+82%	+$244K	0.29%	52
2024 Q4	$293K	Buy	+11,308	New	+$296K	0.14%	96

Other funds holding PYLD

RPGK

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Avaii Wealth Management's PYLD Position: Q3 2026 in Review

Avaii Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 2.5% in Q3 2026, buying an estimated $264K and bringing the position to 408,457 shares worth $10.3M. The position accounts for 2.96% of the portfolio, ranked #8.

Avaii Wealth Management first reported a position in PYLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.6M in Q2 2026. 315 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Avaii Wealth Management held 408,457 shares of PIMCO Multi Sector Bond Active ETF worth $10.3M as of Q3 2026.
Avaii Wealth Management bought 10,108 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $264K.
PIMCO Multi Sector Bond Active ETF made up 2.96% of Avaii Wealth Management's portfolio in Q3 2026, its #8 holding.
Avaii Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 8 quarters since.
Avaii Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $10.6M in Q2 2026.
315 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.