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

Jessup 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 Q3	$701K	Buy	27,600 +15	+0.1%	+$391	0.15%	50
2026 Q2	$732K	Sell	27,585 -482	-2%	-$12.7K	0.22%	46
2026 Q1	$735K	Buy	28,067 +971	+4%	+$25.9K	0.27%	41
2025 Q4	$723K	Buy	27,096 +16,904	+166%	+$453K	0.24%	46
2025 Q3	$274K	Buy	+10,192	New	+$271K	0.1%	67

Other funds holding PYLD

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Jessup Wealth Management's PYLD Position: Q3 2026 in Review

Jessup Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.05% in Q3 2026, buying an estimated $391 and bringing the position to 27,600 shares worth $701K. The position accounts for 0.15% of the portfolio, ranked #50.

Jessup Wealth Management first reported a position in PYLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $735K in Q1 2026. 300 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Jessup Wealth Management held 27,600 shares of PIMCO Multi Sector Bond Active ETF worth $701K as of Q3 2026.
Jessup Wealth Management bought 15 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $391.
PIMCO Multi Sector Bond Active ETF made up 0.15% of Jessup Wealth Management's portfolio in Q3 2026, its #50 holding.
Jessup Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 5 quarters since.
Jessup Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $735K in Q1 2026.
300 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.