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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Medallion Wealth Advisors's PYLD Position: Q1 2026 in Review

Medallion Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 77% in Q1 2026, buying an estimated $1.43M and bringing the position to 122,753 shares worth $3.22M. The position accounts for 1.05% of the portfolio, ranked #19.

Medallion Wealth Advisors first reported a position in PYLD in Q4 2024 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Medallion Wealth Advisors held 122,753 shares of PIMCO Multi Sector Bond Active ETF worth $3.22M as of Q1 2026.
  • Medallion Wealth Advisors bought 53,561 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $1.43M.
  • PIMCO Multi Sector Bond Active ETF made up 1.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Medallion Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.