Great Valley Advisor Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Great Valley Advisor Group’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	$9.63M	Buy	363,294 +158,054	+77%	+$4.17M	0.15%	141
2026 Q1	$5.38M	Buy	205,240 +23,460	+13%	+$625K	0.1%	188
2025 Q4	$4.85M	Buy	181,780 +39,458	+28%	+$1.06M	0.09%	197
2025 Q3	$3.82M	Buy	142,322 +13,273	+10%	+$353K	0.08%	221
2025 Q2	$3.43M	Sell	129,049 -177,061	-58%	-$4.62M	0.08%	225
2025 Q1	$8.07M	Sell	306,110 -1,346	-0.4%	-$35.2K	0.17%	134
2024 Q4	$7.97M	Buy	307,456 +48,936	+19%	+$1.28M	0.18%	122
2024 Q3	$6.89M	Buy	258,520 +93,994	+57%	+$2.46M	0.17%	131
2024 Q2	$4.22M	Buy	+164,526	New	+$4.2M	0.12%	182

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

Great Valley Advisor Group's PYLD Position: Q2 2026 in Review

Great Valley Advisor Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 77% in Q2 2026, buying an estimated $4.17M and bringing the position to 363,294 shares worth $9.63M. The position accounts for 0.15% of the portfolio, ranked #141.

Great Valley Advisor Group first reported a position in PYLD in Q2 2024 and has held it in 9 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Great Valley Advisor Group held 363,294 shares of PIMCO Multi Sector Bond Active ETF worth $9.63M as of Q2 2026.
Great Valley Advisor Group bought 158,054 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $4.17M.
PIMCO Multi Sector Bond Active ETF made up 0.15% of Great Valley Advisor Group's portfolio in Q2 2026, its #141 holding.
Great Valley Advisor Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 9 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.