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 Q3	$5.22M	Sell	205,464 -93,874	-31%	-$2.45M	0.44%	37
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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 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

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

LVW Advisors's PYLD Position: Q3 2026 in Review

LVW Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 31% in Q3 2026, selling an estimated $2.45M and leaving 205,464 shares worth $5.22M. The position accounts for 0.44% of the portfolio, ranked #37.

LVW Advisors first reported a position in PYLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.12M in Q1 2026. 319 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

LVW Advisors held 205,464 shares of PIMCO Multi Sector Bond Active ETF worth $5.22M as of Q3 2026.
LVW Advisors sold 93,874 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $2.45M.
PIMCO Multi Sector Bond Active ETF made up 0.44% of LVW Advisors's portfolio in Q3 2026, its #37 holding.
LVW Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 7 quarters since.
LVW Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $8.12M in Q1 2026.
319 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.