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Regatta Research & Money Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Regatta Research & Money 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 		$159K Buy
+5,984
New +$158K 0.15% 132

Other funds holding PYLD

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 $103B AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Regatta Research & Money Management's PYLD Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026: 5,984 shares worth $159K. The stake represents 0.15% of the portfolio and ranks #132 among its holdings.

581 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Regatta Research & Money Management held 5,984 shares of PIMCO Multi Sector Bond Active ETF worth $159K as of Q2 2026.
  • PIMCO Multi Sector Bond Active ETF was a new Regatta Research & Money Management position in Q2 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.15% of Regatta Research & Money Management's portfolio in Q2 2026, its #132 holding.
  • 581 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.