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CGC Financial Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

CGC Financial Services’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 		$1.8M Buy
67,768
+16,202
+31% +$428K 0.4% 19
2026
Q1 		$1.35M Buy
51,566
+8,390
+19% +$224K 0.39% 17
2025
Q4 		$1.15M Buy
43,176
+4,650
+12% +$125K 0.31% 19
2025
Q3 		$1.03M Buy
38,526
+5,437
+16% +$144K 0.29% 20
2025
Q2 		$878K Sell
33,089
-3,221
-9% -$84K 0.3% 20
2025
Q1 		$957K Sell
36,310
-3,638
-9% -$95.2K 0.38% 15
2024
Q4 		$1.04M Buy
+39,948
New +$1.05M 0.41% 14

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CGC Financial Services's PYLD Position: Q2 2026 in Review

CGC Financial Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 31% in Q2 2026, buying an estimated $428K and bringing the position to 67,768 shares worth $1.8M. The position accounts for 0.4% of the portfolio, ranked #19.

CGC Financial Services first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • CGC Financial Services held 67,768 shares of PIMCO Multi Sector Bond Active ETF worth $1.8M as of Q2 2026.
  • CGC Financial Services bought 16,202 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $428K.
  • PIMCO Multi Sector Bond Active ETF made up 0.4% of CGC Financial Services's portfolio in Q2 2026, its #19 holding.
  • CGC Financial Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 121 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.