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EnRich Financial Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

EnRich Financial Partners’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 		$25.8M Buy
973,138
+70,385
+8% +$1.86M 6.13% 6
2026
Q1 		$23.7M Buy
902,753
+11,722
+1% +$312K 6.27% 6
2025
Q4 		$23.8M Buy
891,031
+43,564
+5% +$1.17M 6.48% 6
2025
Q3 		$22.7M Buy
847,467
+14,730
+2% +$391K 6.47% 6
2025
Q2 		$22.1M Buy
832,737
+32,074
+4% +$837K 6.78% 6
2025
Q1 		$21.1M Buy
800,663
+70,571
+10% +$1.85M 7.09% 6
2024
Q4 		$18.9M Buy
730,092
+12,538
+2% +$328K 6.3% 6
2024
Q3 		$19.1M Buy
717,554
+31,332
+5% +$821K 6.39% 6
2024
Q2 		$17.6M Buy
686,222
+19,878
+3% +$507K 6.45% 5
2024
Q1 		$17.2M Buy
666,344
+41,067
+7% +$1.05M 6.43% 5
2023
Q4 		$16M Buy
+625,277
New +$15.4M 6.7% 5

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 $103B AUM 28.65% 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

EnRich Financial Partners's PYLD Position: Q2 2026 in Review

EnRich Financial Partners increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 7.8% in Q2 2026, buying an estimated $1.86M and bringing the position to 973,138 shares worth $25.8M. The position accounts for 6.13% of the portfolio, ranked #6.

EnRich Financial Partners first reported a position in PYLD in Q4 2023 and has held it in 11 quarters since. 688 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • EnRich Financial Partners held 973,138 shares of PIMCO Multi Sector Bond Active ETF worth $25.8M as of Q2 2026.
  • EnRich Financial Partners bought 70,385 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.86M.
  • PIMCO Multi Sector Bond Active ETF made up 6.13% of EnRich Financial Partners's portfolio in Q2 2026, its #6 holding.
  • EnRich Financial Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
  • 688 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.