Elevated Capital Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Elevated Capital Advisors’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	$3.19M	Sell	120,324 -4,424	-4%	-$117K	0.88%	29
2026 Q1	$3.27M	Sell	124,748 -55,157	-31%	-$1.47M	0.82%	28
2025 Q4	$4.8M	Sell	179,905 -3,222	-2%	-$86.3K	1.12%	18
2025 Q3	$4.92M	Sell	183,127 -24,085	-12%	-$640K	1.22%	15
2025 Q2	$5.46M	Hold	207,212	–	–	1.53%	12
2025 Q1	$5.46M	Sell	207,212 -59,959	-22%	-$1.57M	1.53%	12
2024 Q4	$6.93M	Buy	267,171 +6,894	+3%	+$180K	1.89%	11
2024 Q3	$6.94M	Buy	+260,277	New	+$6.82M	1.84%	9
2024 Q2	–	Sell	-17,457	Closed	-$450K	–	243
2024 Q1	$450K	Buy	+17,457	New	+$446K	0.13%	137

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Elevated Capital Advisors's PYLD Position: Q2 2026 in Review

Elevated Capital Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.5% in Q2 2026, selling an estimated $117K and leaving 120,324 shares worth $3.19M. The position accounts for 0.88% of the portfolio, ranked #29.

Elevated Capital Advisors first reported a position in PYLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.94M in Q3 2024. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Elevated Capital Advisors held 120,324 shares of PIMCO Multi Sector Bond Active ETF worth $3.19M as of Q2 2026.
Elevated Capital Advisors sold 4,424 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $117K.
PIMCO Multi Sector Bond Active ETF made up 0.88% of Elevated Capital Advisors's portfolio in Q2 2026, its #29 holding.
Elevated Capital Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $6.94M in Q3 2024.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.