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

Medallion Wealth 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	$3.57M	Buy	134,761 +12,008	+10%	+$317K	1.13%	17
2026 Q1	$3.22M	Buy	122,753 +53,561	+77%	+$1.43M	1.05%	19
2025 Q4	$1.85M	Buy	69,192 +45,237	+189%	+$1.21M	0.62%	36
2025 Q3	$643K	Buy	23,955 +2,000	+9%	+$53.1K	0.23%	103
2025 Q2	$579K	Buy	21,955 +700	+3%	+$18.3K	0.22%	107
2025 Q1	$558K	Buy	21,255 +11,805	+125%	+$309K	0.25%	95
2024 Q4	$245K	Buy	+9,450	New	+$247K	0.12%	164

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

Medallion Wealth Advisors's PYLD Position: Q2 2026 in Review

Medallion Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 9.8% in Q2 2026, buying an estimated $317K and bringing the position to 134,761 shares worth $3.57M. The position accounts for 1.13% of the portfolio, ranked #17.

Medallion Wealth Advisors first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 690 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Medallion Wealth Advisors held 134,761 shares of PIMCO Multi Sector Bond Active ETF worth $3.57M as of Q2 2026.
Medallion Wealth Advisors bought 12,008 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $317K.
PIMCO Multi Sector Bond Active ETF made up 1.13% of Medallion Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Medallion Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
690 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.