Legacy Capital Wealth Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Legacy Capital Wealth Partners’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	$231K	Sell	8,708 -15,255	-64%	-$403K	0.04%	340
2026 Q1	$628K	Sell	23,963 -6,008	-20%	-$160K	0.13%	171
2025 Q4	$800K	Buy	29,971 +2,804	+10%	+$75.1K	0.17%	127
2025 Q3	$729K	Sell	27,167 -722	-3%	-$19.2K	0.16%	138
2025 Q2	$740K	Sell	27,889 -9,020	-24%	-$235K	0.17%	122
2025 Q1	$973K	Buy	36,909 +11,438	+45%	+$299K	0.24%	83
2024 Q4	$660K	Sell	25,471 -603	-2%	-$15.8K	0.16%	125
2024 Q3	$695K	Sell	26,074 -289	-1%	-$7.57K	0.14%	141
2024 Q2	$676K	Buy	+26,363	New	+$672K	0.17%	120

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 22.96% 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

Legacy Capital Wealth Partners's PYLD Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 64% in Q2 2026, selling an estimated $403K and leaving 8,708 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #340.

Legacy Capital Wealth Partners first reported a position in PYLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $973K in Q1 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Legacy Capital Wealth Partners held 8,708 shares of PIMCO Multi Sector Bond Active ETF worth $231K as of Q2 2026.
Legacy Capital Wealth Partners sold 15,255 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $403K.
PIMCO Multi Sector Bond Active ETF made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #340 holding.
Legacy Capital Wealth Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 9 quarters since.
Legacy Capital Wealth Partners's PIMCO Multi Sector Bond Active ETF position peaked at $973K in Q1 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.