Krilogy Financial
PYLD icon

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
Q3 		$93.1M Sell
3,667,575
-356,790
-9% -$9.3M 2.54% 5
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

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
WCG
Wall Capital Group Phoenix, Arizona $121M AUM 9.7% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Krilogy Financial's PYLD Position: Q3 2026 in Review

Krilogy Financial reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 8.9% in Q3 2026, selling an estimated $9.3M and leaving 3,667,575 shares worth $93.1M. The position accounts for 2.54% of the portfolio, ranked #5.

Krilogy Financial first reported a position in PYLD in Q3 2023 and has held it in 13 quarters since. The position peaked at $107M in Q2 2026. 157 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Krilogy Financial held 3,667,575 shares of PIMCO Multi Sector Bond Active ETF worth $93.1M as of Q3 2026.
  • Krilogy Financial sold 356,790 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $9.3M.
  • PIMCO Multi Sector Bond Active ETF made up 2.54% of Krilogy Financial's portfolio in Q3 2026, its #5 holding.
  • Krilogy Financial first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 13 quarters since.
  • Krilogy Financial's PIMCO Multi Sector Bond Active ETF position peaked at $107M in Q2 2026.
  • 157 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.