Leavell Investment Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Leavell Investment 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 Q2	$1.24M	Buy	46,822 +7,595	+19%	+$201K	0.05%	295
2026 Q1	$1.03M	Buy	39,227 +9,692	+33%	+$258K	0.04%	308
2025 Q4	$792K	Buy	29,535 +13,780	+87%	+$369K	0.03%	329
2025 Q3	$423K	Buy	+15,755	New	+$419K	0.02%	448

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Leavell Investment Management's PYLD Position: Q2 2026 in Review

Leavell Investment Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 19% in Q2 2026, buying an estimated $201K and bringing the position to 46,822 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #295.

Leavell Investment Management first reported a position in PYLD in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Leavell Investment Management held 46,822 shares of PIMCO Multi Sector Bond Active ETF worth $1.24M as of Q2 2026.
Leavell Investment Management bought 7,595 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $201K.
PIMCO Multi Sector Bond Active ETF made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #295 holding.
Leavell Investment Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
243 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.