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

Essex 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	$26.5M	Buy	998,121 +47,832	+5%	+$1.26M	1.32%	13
2026 Q1	$24.9M	Buy	950,289 +138,572	+17%	+$3.69M	1.4%	11
2025 Q4	$21.7M	Buy	811,717 +184,629	+29%	+$4.95M	1.23%	13
2025 Q3	$16.8M	Buy	627,088 +130,006	+26%	+$3.45M	1.01%	16
2025 Q2	$13.2M	Buy	497,082 +115,504	+30%	+$3.01M	0.87%	21
2025 Q1	$10.1M	Buy	381,578 +152,530	+67%	+$3.99M	0.72%	26
2024 Q4	$5.94M	Buy	229,048 +66,789	+41%	+$1.75M	0.42%	52
2024 Q3	$4.26M	Buy	162,259 +44,464	+38%	+$1.16M	0.31%	72
2024 Q2	$3.06M	Buy	117,795 +54,605	+86%	+$1.39M	0.23%	92
2024 Q1	$1.63M	Buy	63,190 +22,230	+54%	+$568K	0.15%	139
2023 Q4	$1.05M	Buy	40,960 +27,982	+216%	+$690K	0.11%	181
2023 Q3	$317K	Buy	+12,978	New	+$323K	0.04%	361

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

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

Essex Financial Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 5% in Q2 2026, buying an estimated $1.26M and bringing the position to 998,121 shares worth $26.5M. The position accounts for 1.32% of the portfolio, ranked #13.

Essex Financial Services first reported a position in PYLD in Q3 2023 and has held it in 12 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Essex Financial Services held 998,121 shares of PIMCO Multi Sector Bond Active ETF worth $26.5M as of Q2 2026.
Essex Financial Services bought 47,832 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.26M.
PIMCO Multi Sector Bond Active ETF made up 1.32% of Essex Financial Services's portfolio in Q2 2026, its #13 holding.
Essex Financial Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 12 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.