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Money Concepts Capital’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Money Concepts Capital’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 		$2.34M Buy
89,362
+16,981
+23% +$453K 0.13% 162
2025
Q4 		$1.93M Buy
72,381
+13,225
+22% +$354K 0.11% 176
2025
Q3 		$1.59M Buy
59,156
+11,916
+25% +$317K 0.1% 193
2025
Q2 		$1.25M Buy
+47,240
New +$1.23M 0.08% 213

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

Money Concepts Capital's PYLD Position: Q1 2026 in Review

Money Concepts Capital increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 23% in Q1 2026, buying an estimated $453K and bringing the position to 89,362 shares worth $2.34M. The position accounts for 0.13% of the portfolio, ranked #162.

Money Concepts Capital first reported a position in PYLD in Q2 2025 and has held it in 4 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Money Concepts Capital held 89,362 shares of PIMCO Multi Sector Bond Active ETF worth $2.34M as of Q1 2026.
  • Money Concepts Capital bought 16,981 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $453K.
  • PIMCO Multi Sector Bond Active ETF made up 0.13% of Money Concepts Capital's portfolio in Q1 2026, its #162 holding.
  • Money Concepts Capital first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.