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

Perissos Private 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 Q2	$817K	Buy	30,790 +9,164	+42%	+$242K	0.55%	43
2026 Q1	$567K	Buy	21,626 +10,770	+99%	+$287K	0.49%	42
2025 Q4	$290K	Buy	10,856 +2,531	+30%	+$67.8K	0.25%	54
2025 Q3	$223K	Buy	+8,325	New	+$221K	0.16%	70

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Perissos Private Wealth Management's PYLD Position: Q2 2026 in Review

Perissos Private Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 42% in Q2 2026, buying an estimated $242K and bringing the position to 30,790 shares worth $817K. The position accounts for 0.55% of the portfolio, ranked #43.

Perissos Private Wealth Management first reported a position in PYLD in Q3 2025 and has held it in 4 quarters since. 693 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Perissos Private Wealth Management held 30,790 shares of PIMCO Multi Sector Bond Active ETF worth $817K as of Q2 2026.
Perissos Private Wealth Management bought 9,164 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $242K.
PIMCO Multi Sector Bond Active ETF made up 0.55% of Perissos Private Wealth Management's portfolio in Q2 2026, its #43 holding.
Perissos Private Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
693 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.