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Crown Wealth Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Crown Wealth 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 		$385K Sell
14,517
-26,451
-65% -$698K 0.1% 90
2026
Q1 		$1.07M Buy
+40,968
New +$1.09M 0.32% 48
2025
Q1 		– Sell
-27,660
Closed -$717K – 120
2024
Q4 		$717K Sell
27,660
-46,081
-62% -$1.21M 0.29% 47
2024
Q3 		$1.97M Buy
+73,741
New +$1.93M 0.85% 23

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

Crown Wealth Group's PYLD Position: Q2 2026 in Review

Crown Wealth Group reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 65% in Q2 2026, selling an estimated $698K and leaving 14,517 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #90.

Crown Wealth Group first reported a position in PYLD in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.97M in Q3 2024. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Crown Wealth Group held 14,517 shares of PIMCO Multi Sector Bond Active ETF worth $385K as of Q2 2026.
  • Crown Wealth Group sold 26,451 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $698K.
  • PIMCO Multi Sector Bond Active ETF made up 0.1% of Crown Wealth Group's portfolio in Q2 2026, its #90 holding.
  • Crown Wealth Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 4 quarters since.
  • Crown Wealth Group's PIMCO Multi Sector Bond Active ETF position peaked at $1.97M in Q3 2024.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.