Crown Wealth Group
PYLD icon

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
Q3 		– Sell
-14,517
Closed -$385K – 159
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

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wall Capital Group
Wall Capital Group Phoenix, Arizona $121M AUM 9.7% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Crown Wealth Group's PYLD Position: Q3 2026 in Review

Crown Wealth Group sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2026, closing a stake of 14,517 shares — an estimated $385K sold.

Crown Wealth Group first reported a position in PYLD in Q3 2024 and held it in 4 quarters. The position peaked at $1.97M in Q3 2024. 181 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Crown Wealth Group reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q3 2026 after selling out during the quarter.
  • Crown Wealth Group sold 14,517 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $385K.
  • Crown Wealth Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and held it in 4 quarters.
  • Crown Wealth Group's PIMCO Multi Sector Bond Active ETF position peaked at $1.97M in Q3 2024.
  • 181 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.