Fortitude Family Office’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Fortitude Family Office’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	$1.38K	Buy	52 +15	+41%	+$396	﹤0.01%	1628
2026 Q1	$969	Hold	37	–	–	﹤0.01%	1516
2025 Q4	$987	Buy	37 +25	+208%	+$670	﹤0.01%	1456
2025 Q3	$322	Hold	12	–	–	﹤0.01%	1889
2025 Q2	$318	Hold	12	–	–	﹤0.01%	1918
2025 Q1	$316	Buy	+12	New	+$314	﹤0.01%	1104

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

Fortitude Family Office's PYLD Position: Q2 2026 in Review

Fortitude Family Office increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 41% in Q2 2026, buying an estimated $396 and bringing the position to 52 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Fortitude Family Office first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Fortitude Family Office held 52 shares of PIMCO Multi Sector Bond Active ETF worth $1.38K as of Q2 2026.
Fortitude Family Office bought 15 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $396.
PIMCO Multi Sector Bond Active ETF made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1628 holding.
Fortitude Family Office first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.