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Evoke Wealth’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Evoke Wealth’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
Q1 		$1.52M Buy
58,124
+4,500
+8% +$120K 0.03% 214
2025
Q4 		$1.44M Sell
53,624
-6,488
-11% -$174K 0.03% 227
2025
Q3 		$1.61M Buy
60,112
+7,862
+15% +$209K 0.03% 199
2025
Q2 		$1.39M Buy
52,250
+9,612
+23% +$251K 0.03% 197
2025
Q1 		$1.12M Buy
42,638
+4
+0% +$105 0.03% 187
2024
Q4 		$1.11M Buy
42,634
+15,634
+58% +$409K 0.03% 181
2024
Q3 		$720K Buy
27,000
+17,250
+177% +$452K 0.02% 214
2024
Q2 		$250K Buy
+9,750
New +$249K 0.29% 68

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evoke Wealth's PYLD Position: Q1 2026 in Review

Evoke Wealth increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 8.4% in Q1 2026, buying an estimated $120K and bringing the position to 58,124 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #214.

Evoke Wealth first reported a position in PYLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q3 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Evoke Wealth held 58,124 shares of PIMCO Multi Sector Bond Active ETF worth $1.52M as of Q1 2026.
  • Evoke Wealth bought 4,500 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $120K.
  • PIMCO Multi Sector Bond Active ETF made up 0.03% of Evoke Wealth's portfolio in Q1 2026, its #214 holding.
  • Evoke Wealth first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 8 quarters since.
  • Evoke Wealth's PIMCO Multi Sector Bond Active ETF position peaked at $1.61M in Q3 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.