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Copper Harbor Investment Advisors, LLC’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$14.7M Buy
+552,734
New +$14.6M 3.1% 13

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's PYLD Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026: 552,734 shares worth $14.7M. The stake represents 3.1% of the portfolio and ranks #13 among its holdings.

243 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 552,734 shares of PIMCO Multi Sector Bond Active ETF worth $14.7M as of Q2 2026.
  • PIMCO Multi Sector Bond Active ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • PIMCO Multi Sector Bond Active ETF made up 3.1% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #13 holding.
  • 243 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.