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

Centerpoint 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	$6.13M	Buy	231,003 +13,513	+6%	+$357K	3.88%	3
2026 Q1	$5.7M	Buy	217,490 +64,329	+42%	+$1.71M	4.29%	3
2025 Q4	$4.09M	Buy	153,161 +10,609	+7%	+$284K	3.15%	8
2025 Q3	$3.83M	Buy	142,552 +53,694	+60%	+$1.43M	2.98%	10
2025 Q2	$2.36M	Buy	88,858 +8,145	+10%	+$212K	2.05%	17
2025 Q1	$2.13M	Buy	80,713 +1,547	+2%	+$40.5K	2.09%	15
2024 Q4	$2.05M	Buy	+79,166	New	+$2.07M	1.98%	16

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

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

Centerpoint Advisory Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 6.2% in Q2 2026, buying an estimated $357K and bringing the position to 231,003 shares worth $6.13M. The position accounts for 3.88% of the portfolio, ranked #3.

Centerpoint Advisory Group first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Centerpoint Advisory Group held 231,003 shares of PIMCO Multi Sector Bond Active ETF worth $6.13M as of Q2 2026.
Centerpoint Advisory Group bought 13,513 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $357K.
PIMCO Multi Sector Bond Active ETF made up 3.88% of Centerpoint Advisory Group's portfolio in Q2 2026, its #3 holding.
Centerpoint Advisory Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.