Great Point Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Great Point Wealth 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	$22.1M	Buy	831,789 +42,875	+5%	+$1.13M	3.56%	8
2026 Q1	$20.7M	Buy	788,914 +33,754	+4%	+$900K	3.82%	7
2025 Q4	$20.1M	Buy	755,160 +129,021	+21%	+$3.46M	3.68%	8
2025 Q3	$16.8M	Buy	+626,139	New	+$16.6M	3.16%	11
2025 Q1	$664K	Sell	25,181 -25,296	-50%	-$662K	0.14%	41
2024 Q4	$1.31M	Sell	50,477 -988	-2%	-$25.8K	0.29%	38
2024 Q3	$1.37M	Sell	51,465 -4,032	-7%	-$106K	0.29%	39
2024 Q2	$1.42M	Sell	55,497 -556	-1%	-$14.2K	0.33%	37
2024 Q1	$1.44M	Sell	56,053 -1,561	-3%	-$39.9K	0.34%	37
2023 Q4	$1.48M	Buy	57,614 +4,131	+8%	+$102K	0.38%	40
2023 Q3	$1.31M	Buy	+53,483	New	+$1.33M	0.39%	41

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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

Great Point Wealth Advisors's PYLD Position: Q2 2026 in Review

Great Point Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 5.4% in Q2 2026, buying an estimated $1.13M and bringing the position to 831,789 shares worth $22.1M. The position accounts for 3.56% of the portfolio, ranked #8.

Great Point Wealth Advisors first reported a position in PYLD in Q3 2023 and has held it in 11 quarters since. 243 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Great Point Wealth Advisors held 831,789 shares of PIMCO Multi Sector Bond Active ETF worth $22.1M as of Q2 2026.
Great Point Wealth Advisors bought 42,875 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.13M.
PIMCO Multi Sector Bond Active ETF made up 3.56% of Great Point Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Great Point Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 11 quarters since.
243 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.