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

Axxcess 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 Q2	$886K	Buy	+33,397	New	+$882K	0.01%	559
2026 Q1	–	Sell	-20,210	Closed	-$539K	–	841
2025 Q4	$539K	Hold	20,210	–	–	0.01%	678
2025 Q3	$542K	Sell	20,210 -3	-0%	-$80	0.01%	598
2025 Q2	$536K	Sell	20,213 -196	-1%	-$5.11K	0.01%	579
2025 Q1	$538K	Buy	20,409 +6,169	+43%	+$161K	0.01%	532
2024 Q4	$369K	Buy	14,240 +24	+0.2%	+$628	0.01%	616
2024 Q3	$379K	Sell	14,216 -757	-5%	-$19.8K	0.01%	626
2024 Q2	$384K	Buy	14,973 +6,413	+75%	+$164K	0.01%	583
2024 Q1	$221K	Buy	+8,560	New	+$219K	0.01%	783

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 22.96% 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

Axxcess Wealth Management's PYLD Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026: 33,397 shares worth $886K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PYLD as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PYLD in Q1 2024 and has held it in 9 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Axxcess Wealth Management held 33,397 shares of PIMCO Multi Sector Bond Active ETF worth $886K as of Q2 2026.
PIMCO Multi Sector Bond Active ETF was a new Axxcess Wealth Management position in Q2 2026.
PIMCO Multi Sector Bond Active ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #559 holding.
Axxcess Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 9 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.