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

Oak 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	$6.38M	Buy	240,569 +53,778	+29%	+$1.42M	3.06%	11
2026 Q1	$4.89M	Buy	186,791 +92,231	+98%	+$2.46M	2.69%	12
2025 Q4	$2.52M	Buy	94,560 +39,557	+72%	+$1.06M	1.45%	13
2025 Q3	$1.48M	Buy	55,003 +35,598	+183%	+$946K	0.86%	15
2025 Q2	$515K	Buy	19,405 +7,227	+59%	+$189K	0.33%	42
2025 Q1	$321K	Buy	12,178 +3,103	+34%	+$81.2K	0.24%	44
2024 Q4	$235K	Buy	+9,075	New	+$237K	0.18%	58

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Oak Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 29% in Q2 2026, buying an estimated $1.42M and bringing the position to 240,569 shares worth $6.38M. The position accounts for 3.06% of the portfolio, ranked #11.

Oak Wealth Advisors first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 319 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Oak Wealth Advisors held 240,569 shares of PIMCO Multi Sector Bond Active ETF worth $6.38M as of Q2 2026.
Oak Wealth Advisors bought 53,778 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.42M.
PIMCO Multi Sector Bond Active ETF made up 3.06% of Oak Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Oak Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
319 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.