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

Immaculate 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	$2.09M	Buy	+79,719	New	+$2.12M	16.5%	1

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

Immaculate Wealth Management's PYLD Position: Q1 2026 in Review

Immaculate Wealth Management opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2026: 79,719 shares worth $2.09M. The stake represents 16.5% of the portfolio and ranks #1 among its holdings.

642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Immaculate Wealth Management held 79,719 shares of PIMCO Multi Sector Bond Active ETF worth $2.09M as of Q1 2026.
PIMCO Multi Sector Bond Active ETF was a new Immaculate Wealth Management position in Q1 2026.
PIMCO Multi Sector Bond Active ETF made up 16.5% of Immaculate Wealth Management's portfolio in Q1 2026, its #1 holding.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Immaculate Wealth Management's 13F filing for Q1 2026, filed 29 May 2026.