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 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%	+$7.63K	0.63%	59
2024 Q1	$1.01M	Buy	+39,035	New	+$998K	0.62%	58

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Econ Financial Services's PYLD Position: Q2 2026 in Review

Econ Financial Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 9.3% in Q2 2026, buying an estimated $777K and bringing the position to 344,963 shares worth $9.15M. The position accounts for 4.27% of the portfolio, ranked #3.

Econ Financial Services first reported a position in PYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.2M in Q3 2025. 353 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Econ Financial Services held 344,963 shares of PIMCO Multi Sector Bond Active ETF worth $9.15M as of Q2 2026.
Econ Financial Services bought 29,429 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $777K.
PIMCO Multi Sector Bond Active ETF made up 4.27% of Econ Financial Services's portfolio in Q2 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 10 quarters since.
Econ Financial Services's PIMCO Multi Sector Bond Active ETF position peaked at $11.2M in Q3 2025.
353 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.