EIP
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Essential Investment Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Essential Investment 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 		$745K Buy
28,110
+13,420
+91% +$354K 0.6% 45
2026
Q1 		$385K Buy
14,690
+4,150
+39% +$111K 0.36% 67
2025
Q4 		$281K Buy
+10,540
New +$282K 0.26% 72

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Essential Investment Partners's PYLD Position: Q2 2026 in Review

Essential Investment Partners increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 91% in Q2 2026, buying an estimated $354K and bringing the position to 28,110 shares worth $745K. The position accounts for 0.6% of the portfolio, ranked #45.

Essential Investment Partners first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Essential Investment Partners held 28,110 shares of PIMCO Multi Sector Bond Active ETF worth $745K as of Q2 2026.
  • Essential Investment Partners bought 13,420 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $354K.
  • PIMCO Multi Sector Bond Active ETF made up 0.6% of Essential Investment Partners's portfolio in Q2 2026, its #45 holding.
  • Essential Investment Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.