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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Great Valley Advisor Group's PYLD Position: Q1 2026 in Review

Great Valley Advisor Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 13% in Q1 2026, buying an estimated $625K and bringing the position to 205,240 shares worth $5.38M. The position accounts for 0.1% of the portfolio, ranked #188.

Great Valley Advisor Group first reported a position in PYLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.07M in Q1 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Great Valley Advisor Group held 205,240 shares of PIMCO Multi Sector Bond Active ETF worth $5.38M as of Q1 2026.
Great Valley Advisor Group bought 23,460 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $625K.
PIMCO Multi Sector Bond Active ETF made up 0.1% of Great Valley Advisor Group's portfolio in Q1 2026, its #188 holding.
Great Valley Advisor Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 8 quarters since.
Great Valley Advisor Group's PIMCO Multi Sector Bond Active ETF position peaked at $8.07M in Q1 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.