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Omnitrust Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Omnitrust Wealth Management’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 		$1.06M Buy
40,452
+1,215
+3% +$32.4K 1.37% 15
2025
Q4 		$1.05M Buy
+39,237
New +$1.05M 1.33% 20
2025
Q2 		$1.19M Buy
+44,697
New +$1.17M 1.4% 16

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Omnitrust Wealth Management's PYLD Position: Q1 2026 in Review

Omnitrust Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.1% in Q1 2026, buying an estimated $32.4K and bringing the position to 40,452 shares worth $1.06M. The position accounts for 1.37% of the portfolio, ranked #15.

Omnitrust Wealth Management first reported a position in PYLD in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q2 2025. 647 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Omnitrust Wealth Management held 40,452 shares of PIMCO Multi Sector Bond Active ETF worth $1.06M as of Q1 2026.
  • Omnitrust Wealth Management bought 1,215 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $32.4K.
  • PIMCO Multi Sector Bond Active ETF made up 1.37% of Omnitrust Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Omnitrust Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $1.19M in Q2 2025.
  • 647 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.