Kestra Private Wealth Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Kestra Private Wealth Services’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	$1.82M	Buy	68,725 +4,788	+7%	+$126K	0.02%	635
2026 Q1	$1.68M	Buy	63,937 +4,601	+8%	+$123K	0.02%	614
2025 Q4	$1.58M	Buy	59,336 +4,948	+9%	+$133K	0.02%	625
2025 Q3	$1.46M	Buy	54,388 +17,857	+49%	+$474K	0.02%	631
2025 Q2	$970K	Buy	36,531 +16,897	+86%	+$441K	0.01%	757
2025 Q1	$517K	Buy	+19,634	New	+$514K	0.01%	937

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 22.9% 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

Kestra Private Wealth Services's PYLD Position: Q2 2026 in Review

Kestra Private Wealth Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 7.5% in Q2 2026, buying an estimated $126K and bringing the position to 68,725 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #635.

Kestra Private Wealth Services first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 693 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Kestra Private Wealth Services held 68,725 shares of PIMCO Multi Sector Bond Active ETF worth $1.82M as of Q2 2026.
Kestra Private Wealth Services bought 4,788 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $126K.
PIMCO Multi Sector Bond Active ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #635 holding.
Kestra Private Wealth Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
693 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.