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 Q3	$1.84M	Buy	72,635 +4,867	+7%	+$127K	0.41%	19
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

CGC Financial Services's PYLD Position: Q3 2026 in Review

CGC Financial Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 7.2% in Q3 2026, buying an estimated $127K and bringing the position to 72,635 shares worth $1.84M. The position accounts for 0.41% of the portfolio, ranked #19.

CGC Financial Services first reported a position in PYLD in Q4 2024 and has held it in 8 quarters since. 514 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

CGC Financial Services held 72,635 shares of PIMCO Multi Sector Bond Active ETF worth $1.84M as of Q3 2026.
CGC Financial Services bought 4,867 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $127K.
PIMCO Multi Sector Bond Active ETF made up 0.41% of CGC Financial Services's portfolio in Q3 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 8 quarters since.
514 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.