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Colton Groome Financial Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Colton Groome Financial 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
Q3 		$504K Sell
19,855
-175
-0.9% -$4.56K 0.12% 92
2026
Q2 		$531K Buy
20,030
+5,379
+37% +$142K 0.13% 93
2026
Q1 		$384K Sell
14,651
-98
-0.7% -$2.61K 0.11% 97
2025
Q4 		$394K Sell
14,749
-1,279
-8% -$34.3K 0.11% 95
2025
Q3 		$430K Buy
16,028
+3,269
+26% +$86.9K 0.13% 90
2025
Q2 		$339K Buy
+12,759
New +$333K 0.11% 96

Other funds holding PYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Colton Groome Financial Advisors's PYLD Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.87% in Q3 2026, selling an estimated $4.56K and leaving 19,855 shares worth $504K. The position accounts for 0.12% of the portfolio, ranked #92.

Colton Groome Financial Advisors first reported a position in PYLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $531K in Q2 2026. 70 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Colton Groome Financial Advisors held 19,855 shares of PIMCO Multi Sector Bond Active ETF worth $504K as of Q3 2026.
  • Colton Groome Financial Advisors sold 175 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $4.56K.
  • PIMCO Multi Sector Bond Active ETF made up 0.12% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #92 holding.
  • Colton Groome Financial Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 6 quarters since.
  • Colton Groome Financial Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $531K in Q2 2026.
  • 70 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.