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

Opal 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
Q1 		$190K Sell
7,252
-5,630
-44% -$150K 0.04% 213
2025
Q4 		$344K Buy
+12,882
New +$345K 0.09% 140
2025
Q3 		– Sell
-4,793
Closed -$127K – 464
2025
Q2 		$127K Sell
4,793
-196
-4% -$5.11K 0.04% 243
2025
Q1 		$131K Buy
+4,989
New +$131K 0.04% 233
2024
Q3 		– Sell
-343
Closed -$8.79K – 937
2024
Q2 		$8.79K Buy
+343
New +$8.75K ﹤0.01% 681

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

Opal Wealth Advisors's PYLD Position: Q1 2026 in Review

Opal Wealth Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 44% in Q1 2026, selling an estimated $150K and leaving 7,252 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #213.

Opal Wealth Advisors first reported a position in PYLD in Q2 2024 and has held it in 5 quarters since. The position peaked at $344K in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Opal Wealth Advisors held 7,252 shares of PIMCO Multi Sector Bond Active ETF worth $190K as of Q1 2026.
  • Opal Wealth Advisors sold 5,630 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $150K.
  • PIMCO Multi Sector Bond Active ETF made up 0.04% of Opal Wealth Advisors's portfolio in Q1 2026, its #213 holding.
  • Opal Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 5 quarters since.
  • Opal Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $344K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.