CAWM
PYLD icon

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

Capital Advisors 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 		$3.65M Buy
143,584
+75,012
+109% +$1.96M 0.41% 50
2026
Q2 		$1.82M Buy
68,572
+11,294
+20% +$298K 0.21% 70
2026
Q1 		$1.5M Buy
57,278
+17,494
+44% +$466K 0.2% 74
2025
Q4 		$1.06M Buy
39,784
+21,962
+123% +$588K 0.14% 84
2025
Q3 		$478K Buy
+17,822
New +$474K 0.07% 130

Other funds holding PYLD

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Capital Advisors Wealth Management's PYLD Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 109% in Q3 2026, buying an estimated $1.96M and bringing the position to 143,584 shares worth $3.65M. The position accounts for 0.41% of the portfolio, ranked #50.

Capital Advisors Wealth Management first reported a position in PYLD in Q3 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Capital Advisors Wealth Management held 143,584 shares of PIMCO Multi Sector Bond Active ETF worth $3.65M as of Q3 2026.
  • Capital Advisors Wealth Management bought 75,012 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $1.96M.
  • PIMCO Multi Sector Bond Active ETF made up 0.41% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Capital Advisors Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

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