PPWM
PYLD icon

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
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
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 $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 $103B AUM 28.65% 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 $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perissos Private Wealth Management's PYLD Position: Q1 2026 in Review

Perissos Private Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 99% in Q1 2026, buying an estimated $287K and bringing the position to 21,626 shares worth $567K. The position accounts for 0.49% of the portfolio, ranked #42.

Perissos Private Wealth Management first reported a position in PYLD in Q3 2025 and has held it in 3 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Perissos Private Wealth Management held 21,626 shares of PIMCO Multi Sector Bond Active ETF worth $567K as of Q1 2026.
  • Perissos Private Wealth Management bought 10,770 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $287K.
  • PIMCO Multi Sector Bond Active ETF made up 0.49% of Perissos Private Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Perissos Private Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.