Next Level Wealth Planning
PYLD icon

Next Level Wealth Planning’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Next Level Wealth Planning’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 		$192K Buy
+7,554
New +$197K 0.08% 75

Other funds holding PYLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Next Level Wealth Planning's PYLD Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2026: 7,554 shares worth $192K. The stake represents 0.08% of the portfolio and ranks #75 among its holdings.

446 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Next Level Wealth Planning held 7,554 shares of PIMCO Multi Sector Bond Active ETF worth $192K as of Q3 2026.
  • PIMCO Multi Sector Bond Active ETF was a new Next Level Wealth Planning position in Q3 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.08% of Next Level Wealth Planning's portfolio in Q3 2026, its #75 holding.
  • 446 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.