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Crestmont Private Wealth’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Crestmont Private Wealth’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 		$31.2M Buy
1,191,473
+51,822
+5% +$1.38M 9.84% 3
2025
Q4 		$30.4M Buy
1,139,651
+15,361
+1% +$412K 9.88% 3
2025
Q3 		$30.2M Buy
1,124,290
+35,091
+3% +$932K 9.97% 3
2025
Q2 		$28.9M Buy
1,089,199
+9,490
+0.9% +$248K 10.45% 3
2025
Q1 		$28.5M Buy
1,079,709
+653,726
+153% +$17.1M 12.32% 3
2024
Q4 		$11M Buy
425,983
+16,243
+4% +$425K 4.97% 5
2024
Q3 		$10.9M Buy
409,740
+25,810
+7% +$676K 4.77% 5
2024
Q2 		$9.84M Buy
+383,930
New +$9.79M 4.74% 5

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crestmont Private Wealth's PYLD Position: Q1 2026 in Review

Crestmont Private Wealth increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.5% in Q1 2026, buying an estimated $1.38M and bringing the position to 1,191,473 shares worth $31.2M. The position accounts for 9.84% of the portfolio, ranked #3.

Crestmont Private Wealth first reported a position in PYLD in Q2 2024 and has held it in 8 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Crestmont Private Wealth held 1,191,473 shares of PIMCO Multi Sector Bond Active ETF worth $31.2M as of Q1 2026.
  • Crestmont Private Wealth bought 51,822 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $1.38M.
  • PIMCO Multi Sector Bond Active ETF made up 9.84% of Crestmont Private Wealth's portfolio in Q1 2026, its #3 holding.
  • Crestmont Private Wealth first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 8 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.