Future Financial Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Future Financial Wealth Management’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	-7,624	Closed	-$202K	–	140
2026 Q1	$202K	Buy	7,624 +12	+0.2%	+$320	0.13%	118
2025 Q4	$204K	Buy	7,612 +1,613	+27%	+$43.2K	0.14%	116
2025 Q3	$161K	Sell	5,999 -28	-0.5%	-$744	0.1%	134
2025 Q2	$160K	Buy	6,027 +7	+0.1%	+$183	0.11%	127
2025 Q1	$159K	Sell	6,020 -611	-9%	-$16K	0.12%	124
2024 Q4	$172K	Buy	6,631 +357	+6%	+$9.34K	0.13%	115
2024 Q3	$167K	Buy	+6,274	New	+$164K	0.12%	125
2024 Q2	–	Sell	-4,187	Closed	-$108K	–	363
2024 Q1	$108K	Buy	+4,187	New	+$107K	0.08%	164

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

Future Financial Wealth Management's PYLD Position: Q2 2026 in Review

Future Financial Wealth Management sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026, closing a stake of 7,624 shares — an estimated $202K sold.

Future Financial Wealth Management first reported a position in PYLD in Q1 2024 and held it in 8 quarters. The position peaked at $204K in Q4 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Future Financial Wealth Management reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2026 after selling out during the quarter.
Future Financial Wealth Management sold 7,624 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $202K.
Future Financial Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and held it in 8 quarters.
Future Financial Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $204K in Q4 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.