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

Fortitude Financial’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 		– Sell
-16,532
Closed -$433K – 39
2026
Q1 		$433K Buy
16,532
+1,722
+12% +$45.9K 0.23% 29
2025
Q4 		$395K Buy
14,810
+3,134
+27% +$84K 0.34% 28
2025
Q3 		$313K Buy
+11,676
New +$310K 0.26% 29

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
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
SB
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
RA
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

Fortitude Financial's PYLD Position: Q2 2026 in Review

Fortitude Financial sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026, closing a stake of 16,532 shares — an estimated $433K sold.

Fortitude Financial first reported a position in PYLD in Q3 2025 and held it in 3 quarters. The position peaked at $433K in Q1 2026. 121 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Fortitude Financial reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2026 after selling out during the quarter.
  • Fortitude Financial sold 16,532 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $433K.
  • Fortitude Financial first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and held it in 3 quarters.
  • Fortitude Financial's PIMCO Multi Sector Bond Active ETF position peaked at $433K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.