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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
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 $1.37T 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

Crown Wealth Group's PYLD Position: Q1 2026 in Review

Crown Wealth Group opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2026: 40,968 shares worth $1.07M. The stake represents 0.32% of the portfolio and ranks #48 among its holdings. This is a return to the name: Crown Wealth Group previously reported a position in PYLD as recently as Q4 2024.

Crown Wealth Group first reported a position in PYLD in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.97M in Q3 2024. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Crown Wealth Group held 40,968 shares of PIMCO Multi Sector Bond Active ETF worth $1.07M as of Q1 2026.
  • PIMCO Multi Sector Bond Active ETF was a new Crown Wealth Group position in Q1 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.32% of Crown Wealth Group's portfolio in Q1 2026, its #48 holding.
  • Crown Wealth Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 3 quarters since.
  • Crown Wealth Group's PIMCO Multi Sector Bond Active ETF position peaked at $1.97M in Q3 2024.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.