Fiduciary Alliance’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Fiduciary Alliance’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	$10.6M	Buy	401,140 +35,275	+10%	+$931K	0.72%	26
2026 Q1	$9.71M	Buy	365,865 +93,788	+34%	+$2.5M	0.59%	46
2025 Q4	$7.26M	Buy	272,077 +33,681	+14%	+$902K	0.47%	54
2025 Q3	$6.4M	Buy	238,396 +26,815	+13%	+$712K	0.43%	59
2025 Q2	$5.62M	Buy	211,581 +55,960	+36%	+$1.46M	0.42%	62
2025 Q1	$4.1M	Buy	155,621 +12,446	+9%	+$326K	0.4%	64
2024 Q4	$3.71M	Buy	143,175 +4,717	+3%	+$123K	0.38%	70
2024 Q3	$3.69M	Buy	+138,458	New	+$3.63M	0.49%	57

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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 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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Fiduciary Alliance's PYLD Position: Q2 2026 in Review

Fiduciary Alliance increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 9.6% in Q2 2026, buying an estimated $931K and bringing the position to 401,140 shares worth $10.6M. The position accounts for 0.72% of the portfolio, ranked #26.

Fiduciary Alliance first reported a position in PYLD in Q3 2024 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Fiduciary Alliance held 401,140 shares of PIMCO Multi Sector Bond Active ETF worth $10.6M as of Q2 2026.
Fiduciary Alliance bought 35,275 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $931K.
PIMCO Multi Sector Bond Active ETF made up 0.72% of Fiduciary Alliance's portfolio in Q2 2026, its #26 holding.
Fiduciary Alliance first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
132 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.