Fortis Group Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Fortis Group Advisors’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	$845K	Hold	31,856	–	–	0.14%	153
2026 Q1	$843K	Sell	31,856 -4,534	-12%	-$121K	0.14%	154
2025 Q4	$977K	Buy	36,390 +4,499	+14%	+$121K	0.16%	145
2025 Q3	$857K	Sell	31,891 -323	-1%	-$8.58K	0.15%	127
2025 Q2	$851K	Sell	32,214 -671	-2%	-$17.5K	0.15%	123
2025 Q1	$867K	Sell	32,885 -108	-0.3%	-$2.83K	0.17%	119
2024 Q4	$855K	Buy	+32,993	New	+$863K	0.16%	107

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

Fortis Group Advisors's PYLD Position: Q2 2026 in Review

Fortis Group Advisors held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q2 2026 at 31,856 shares worth $845K. The position accounts for 0.14% of the portfolio, ranked #153.

Fortis Group Advisors first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $977K in Q4 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Fortis Group Advisors held 31,856 shares of PIMCO Multi Sector Bond Active ETF worth $845K as of Q2 2026.
Fortis Group Advisors left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q2 2026.
PIMCO Multi Sector Bond Active ETF made up 0.14% of Fortis Group Advisors's portfolio in Q2 2026, its #153 holding.
Fortis Group Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
Fortis Group Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $977K in Q4 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.