Latitude Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Latitude 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 Q3	$784K	Buy	30,881 +332	+1%	+$8.66K	0.24%	88
2026 Q2	$810K	Buy	30,549 +3,364	+12%	+$88.8K	0.32%	73
2026 Q1	$712K	Buy	27,185 +8,116	+43%	+$216K	0.33%	81
2025 Q4	$509K	Buy	+19,069	New	+$511K	0.22%	102

Other funds holding PYLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPGK

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Latitude Advisors's PYLD Position: Q3 2026 in Review

Latitude Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.1% in Q3 2026, buying an estimated $8.66K and bringing the position to 30,881 shares worth $784K. The position accounts for 0.24% of the portfolio, ranked #88.

Latitude Advisors first reported a position in PYLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $810K in Q2 2026. 475 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Latitude Advisors held 30,881 shares of PIMCO Multi Sector Bond Active ETF worth $784K as of Q3 2026.
Latitude Advisors bought 332 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $8.66K.
PIMCO Multi Sector Bond Active ETF made up 0.24% of Latitude Advisors's portfolio in Q3 2026, its #88 holding.
Latitude Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 4 quarters since.
Latitude Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $810K in Q2 2026.
475 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.