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Clayton Financial Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Clayton Financial 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 		$204K Hold
7,680
– – 0.11% 64
2026
Q1 		$201K Sell
7,680
-538
-7% -$14.3K 0.1% 73
2025
Q4 		$219K Buy
+8,218
New +$220K 0.11% 69

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clayton Financial Group's PYLD Position: Q2 2026 in Review

Clayton Financial Group held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q2 2026 at 7,680 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #64.

Clayton Financial Group first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 336 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Clayton Financial Group held 7,680 shares of PIMCO Multi Sector Bond Active ETF worth $204K as of Q2 2026.
  • Clayton Financial Group left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q2 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.11% of Clayton Financial Group's portfolio in Q2 2026, its #64 holding.
  • Clayton Financial Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Clayton Financial Group's PIMCO Multi Sector Bond Active ETF position peaked at $219K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.