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

LVW 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 Q2	$7.94M	Sell	299,338 -10,432	-3%	-$275K	0.69%	28
2026 Q1	$8.12M	Buy	309,770 +20,122	+7%	+$536K	0.77%	25
2025 Q4	$7.73M	Buy	289,648 +6,603	+2%	+$177K	0.78%	24
2025 Q3	$7.6M	Buy	283,045 +13,323	+5%	+$354K	0.78%	24
2025 Q2	$7.16M	Buy	269,722 +12,487	+5%	+$326K	0.78%	23
2025 Q1	$6.78M	Buy	+257,235	New	+$6.73M	0.81%	21

Other funds holding PYLD

SFA

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

LVW Advisors's PYLD Position: Q2 2026 in Review

LVW Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.4% in Q2 2026, selling an estimated $275K and leaving 299,338 shares worth $7.94M. The position accounts for 0.69% of the portfolio, ranked #28.

LVW Advisors first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.12M in Q1 2026. 353 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

LVW Advisors held 299,338 shares of PIMCO Multi Sector Bond Active ETF worth $7.94M as of Q2 2026.
LVW Advisors sold 10,432 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $275K.
PIMCO Multi Sector Bond Active ETF made up 0.69% of LVW Advisors's portfolio in Q2 2026, its #28 holding.
LVW Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
LVW Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $8.12M in Q1 2026.
353 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.