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 Q2	$4.61M	Buy	174,004 +84,642	+95%	+$2.23M	0.21%	100
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 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

Money Concepts Capital's PYLD Position: Q2 2026 in Review

Money Concepts Capital increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 95% in Q2 2026, buying an estimated $2.23M and bringing the position to 174,004 shares worth $4.61M. The position accounts for 0.21% of the portfolio, ranked #100.

Money Concepts Capital first reported a position in PYLD in Q2 2025 and has held it in 5 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Money Concepts Capital held 174,004 shares of PIMCO Multi Sector Bond Active ETF worth $4.61M as of Q2 2026.
Money Concepts Capital bought 84,642 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $2.23M.
PIMCO Multi Sector Bond Active ETF made up 0.21% of Money Concepts Capital's portfolio in Q2 2026, its #100 holding.
Money Concepts Capital first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.