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

Outlook 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 		– Sell
-9,848
Closed -$263K – 328
2025
Q4 		$263K Sell
9,848
-277
-3% -$7.42K 0.06% 265
2025
Q3 		$272K Sell
10,125
-358
-3% -$9.51K 0.07% 252
2025
Q2 		$278K Sell
10,483
-21
-0.2% -$548 0.07% 231
2025
Q1 		$277K Buy
+10,504
New +$275K 0.08% 229

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

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

Outlook Wealth Advisors sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2026, closing a stake of 9,848 shares — an estimated $263K sold.

Outlook Wealth Advisors first reported a position in PYLD in Q1 2025 and held it in 4 quarters. The position peaked at $278K in Q2 2025. 647 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Outlook Wealth Advisors reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q1 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 9,848 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $263K.
  • Outlook Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and held it in 4 quarters.
  • Outlook Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $278K in Q2 2025.
  • 647 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.