Guided Capital Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Guided Capital 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 Q1	–	Sell	-330,214	Closed	-$8.81M	–	38
2025 Q4	$8.81M	Buy	330,214 +60,375	+22%	+$1.62M	6.17%	5
2025 Q3	$7.24M	Buy	269,839 +9,601	+4%	+$255K	6.21%	5
2025 Q2	$6.91M	Sell	260,238 -9,030	-3%	-$236K	5.32%	8
2025 Q1	$7.1M	Buy	+269,268	New	+$7.05M	5.93%	5

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

Guided Capital Wealth Management's PYLD Position: Q1 2026 in Review

Guided Capital Wealth Management sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2026, closing a stake of 330,214 shares — an estimated $8.81M sold.

Guided Capital Wealth Management first reported a position in PYLD in Q1 2025 and held it in 4 quarters. The position peaked at $8.81M in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Guided Capital Wealth Management reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q1 2026 after selling out during the quarter.
Guided Capital Wealth Management sold 330,214 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $8.81M.
Guided Capital Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and held it in 4 quarters.
Guided Capital Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $8.81M in Q4 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Guided Capital Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.