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Krilogy Financial’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Krilogy Financial’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 		$107M Buy
4,024,365
+277,434
+7% +$7.33M 3.16% 2
2026
Q1 		$99.4M Buy
3,746,931
+212,345
+6% +$5.66M 3.2% 2
2025
Q4 		$94.9M Buy
3,534,586
+257,916
+8% +$6.91M 3.23% 2
2025
Q3 		$87.6M Buy
3,276,670
+664,808
+25% +$17.7M 3.29% 2
2025
Q2 		$69.3M Buy
2,611,862
+186,797
+8% +$4.87M 3.98% 2
2025
Q1 		$63.9M Buy
2,425,065
+278,295
+13% +$7.28M 4.14% 2
2024
Q4 		$55.6M Buy
2,146,770
+703,231
+49% +$18.4M 3.71% 5
2024
Q3 		$38.5M Buy
1,443,539
+164,029
+13% +$4.3M 2.65% 7
2024
Q2 		$32.8M Buy
1,279,510
+215,580
+20% +$5.5M 2.42% 10
2024
Q1 		$27.4M Buy
1,063,930
+170,888
+19% +$4.37M 2.1% 12
2023
Q4 		$22.9M Buy
893,042
+816,262
+1,063% +$20.1M 1.95% 13
2023
Q3 		$1.88M Buy
+76,780
New +$1.91M 0.17% 114

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

Krilogy Financial's PYLD Position: Q2 2026 in Review

Krilogy Financial increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 7.4% in Q2 2026, buying an estimated $7.33M and bringing the position to 4,024,365 shares worth $107M. The position accounts for 3.16% of the portfolio, ranked #2.

Krilogy Financial first reported a position in PYLD in Q3 2023 and has held it in 12 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Krilogy Financial held 4,024,365 shares of PIMCO Multi Sector Bond Active ETF worth $107M as of Q2 2026.
  • Krilogy Financial bought 277,434 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $7.33M.
  • PIMCO Multi Sector Bond Active ETF made up 3.16% of Krilogy Financial's portfolio in Q2 2026, its #2 holding.
  • Krilogy Financial first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 12 quarters since.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.