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Bridgewealth Advisory Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Bridgewealth Advisory Group’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 		$31.9M Buy
1,201,920
+50,086
+4% +$1.32M 6.02% 2
2026
Q1 		$30.2M Buy
1,151,834
+102,008
+10% +$2.72M 6.26% 2
2025
Q4 		$28M Buy
1,049,826
+152,795
+17% +$4.09M 6.18% 2
2025
Q3 		$24.1M Buy
897,031
+73,751
+9% +$1.96M 5.58% 3
2025
Q2 		$21.8M Buy
823,280
+620,861
+307% +$16.2M 5.54% 3
2025
Q1 		$5.33M Sell
202,419
-578,452
-74% -$15.1M 7.01% 3
2024
Q4 		$20.4M Buy
780,871
+139,413
+22% +$3.65M 5.77% 3
2024
Q3 		$17.1M Buy
641,458
+79,191
+14% +$2.07M 6.21% 2
2024
Q2 		$14.4M Buy
562,267
+38,802
+7% +$990K 6.38% 2
2024
Q1 		$13.5M Buy
523,465
+231,339
+79% +$5.91M 6.6% 2
2023
Q4 		$7.5M Buy
292,126
+261,036
+840% +$6.44M 5.74% 4
2023
Q3 		$760K Buy
+31,090
New +$773K 0.93% 24

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

Bridgewealth Advisory Group's PYLD Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.3% in Q2 2026, buying an estimated $1.32M and bringing the position to 1,201,920 shares worth $31.9M. The position accounts for 6.02% of the portfolio, ranked #2.

Bridgewealth Advisory Group first reported a position in PYLD in Q3 2023 and has held it in 12 quarters since. 271 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Bridgewealth Advisory Group held 1,201,920 shares of PIMCO Multi Sector Bond Active ETF worth $31.9M as of Q2 2026.
  • Bridgewealth Advisory Group bought 50,086 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.32M.
  • PIMCO Multi Sector Bond Active ETF made up 6.02% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #2 holding.
  • Bridgewealth Advisory Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 12 quarters since.
  • 271 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.