Econ Financial Services
PYLD icon

Econ Financial Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Econ Financial Services’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 		$8.93M Buy
351,584
+6,621
+2% +$173K 3.73% 3
2026
Q2 		$9.15M Buy
344,963
+29,429
+9% +$777K 4.27% 3
2026
Q1 		$8.27M Buy
315,534
+79,581
+34% +$2.12M 3.84% 3
2025
Q4 		$6.3M Sell
235,953
-182,193
-44% -$4.88M 3.16% 6
2025
Q3 		$11.2M Buy
418,146
+15,942
+4% +$424K 5.6% 2
2025
Q2 		$10.7M Buy
402,204
+41,663
+12% +$1.09M 5.5% 3
2025
Q1 		$9.5M Buy
360,541
+8,448
+2% +$221K 5.06% 3
2024
Q4 		$9.13M Buy
352,093
+310,498
+746% +$8.12M 5.24% 2
2024
Q3 		$1.11M Buy
41,595
+2,261
+6% +$59.2K 0.62% 44
2024
Q2 		$1.01M Buy
39,334
+299
+0.8% +$7.62K 0.63% 59
2024
Q1 		$1.01M Buy
+39,035
New +$998K 0.62% 58

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
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 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
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Econ Financial Services's PYLD Position: Q3 2026 in Review

Econ Financial Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.9% in Q3 2026, buying an estimated $173K and bringing the position to 351,584 shares worth $8.93M. The position accounts for 3.73% of the portfolio, ranked #3.

Econ Financial Services first reported a position in PYLD in Q1 2024 and has held it in 11 quarters since. The position peaked at $11.2M in Q3 2025. 315 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Econ Financial Services held 351,584 shares of PIMCO Multi Sector Bond Active ETF worth $8.93M as of Q3 2026.
  • Econ Financial Services bought 6,621 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $173K.
  • PIMCO Multi Sector Bond Active ETF made up 3.73% of Econ Financial Services's portfolio in Q3 2026, its #3 holding.
  • Econ Financial Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 11 quarters since.
  • Econ Financial Services's PIMCO Multi Sector Bond Active ETF position peaked at $11.2M in Q3 2025.
  • 315 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.