J.W. Cole Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

J.W. Cole 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	$7.53M	Buy	+283,760	New	+$7.49M	0.13%	165
2026 Q1	–	Sell	-140,554	Closed	-$3.67M	–	1315
2025 Q4	$3.67M	Buy	140,554 +43,957	+46%	+$1.18M	0.09%	228
2025 Q3	$2.59M	Buy	96,597 +15,032	+18%	+$399K	0.05%	365
2025 Q2	$2.16M	Buy	81,565 +42,961	+111%	+$1.12M	0.05%	394
2025 Q1	$1.02M	Buy	38,604 +21,866	+131%	+$572K	0.03%	532
2024 Q4	$434K	Buy	+16,738	New	+$438K	0.02%	655

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

J.W. Cole Advisors's PYLD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026: 283,760 shares worth $7.53M. The stake represents 0.13% of the portfolio and ranks #165 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in PYLD as recently as Q4 2025.

J.W. Cole Advisors first reported a position in PYLD in Q4 2024 and has held it in 6 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

J.W. Cole Advisors held 283,760 shares of PIMCO Multi Sector Bond Active ETF worth $7.53M as of Q2 2026.
PIMCO Multi Sector Bond Active ETF was a new J.W. Cole Advisors position in Q2 2026.
PIMCO Multi Sector Bond Active ETF made up 0.13% of J.W. Cole Advisors's portfolio in Q2 2026, its #165 holding.
J.W. Cole Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.