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

Dakota 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
Q2 		$7.5M Sell
282,691
-30,810
-10% -$813K 0.14% 143
2026
Q1 		$8.21M Sell
313,501
-22,108
-7% -$589K 0.18% 125
2025
Q4 		$8.95M Buy
+335,609
New +$8.99M 0.16% 116

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

Dakota Wealth Management's PYLD Position: Q2 2026 in Review

Dakota Wealth Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 9.8% in Q2 2026, selling an estimated $813K and leaving 282,691 shares worth $7.5M. The position accounts for 0.14% of the portfolio, ranked #143.

Dakota Wealth Management first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.95M in Q4 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Dakota Wealth Management held 282,691 shares of PIMCO Multi Sector Bond Active ETF worth $7.5M as of Q2 2026.
  • Dakota Wealth Management sold 30,810 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $813K.
  • PIMCO Multi Sector Bond Active ETF made up 0.14% of Dakota Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Dakota Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Dakota Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $8.95M in Q4 2025.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.