Correct Capital Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Correct Capital Wealth Management’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 Q1	$30.1M	Buy	1,150,395 +19,319	+2%	+$515K	5.63%	5
2025 Q4	$30.2M	Buy	1,131,076 +67,179	+6%	+$1.8M	5.65%	6
2025 Q3	$28.6M	Buy	1,063,897 +120,223	+13%	+$3.19M	4.7%	8
2025 Q2	$25M	Buy	943,674 +6,604	+0.7%	+$172K	3.66%	10
2025 Q1	$24.7M	Buy	937,070 +35,114	+4%	+$919K	3.98%	9
2024 Q4	$23.4M	Buy	901,956 +137,913	+18%	+$3.61M	4.65%	8
2024 Q3	$20.4M	Buy	+764,043	New	+$20M	4.51%	8

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Correct Capital Wealth Management's PYLD Position: Q1 2026 in Review

Correct Capital Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.7% in Q1 2026, buying an estimated $515K and bringing the position to 1,150,395 shares worth $30.1M. The position accounts for 5.63% of the portfolio, ranked #5.

Correct Capital Wealth Management first reported a position in PYLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $30.2M in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Correct Capital Wealth Management held 1,150,395 shares of PIMCO Multi Sector Bond Active ETF worth $30.1M as of Q1 2026.
Correct Capital Wealth Management bought 19,319 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $515K.
PIMCO Multi Sector Bond Active ETF made up 5.63% of Correct Capital Wealth Management's portfolio in Q1 2026, its #5 holding.
Correct Capital Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 7 quarters since.
Correct Capital Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $30.2M in Q4 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.