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CLA (CliftonLarsonAllen) Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$630K Buy
+23,752
New +$627K 0.01% 224

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

CLA (CliftonLarsonAllen) Wealth Advisors's PYLD Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026: 23,752 shares worth $630K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings.

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

  • CLA (CliftonLarsonAllen) Wealth Advisors held 23,752 shares of PIMCO Multi Sector Bond Active ETF worth $630K as of Q2 2026.
  • PIMCO Multi Sector Bond Active ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.