PWM
PYLD icon

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

Pinnacle 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 		$18.4M Buy
695,219
+674
+0.1% +$17.8K 11.42% 2
2026
Q1 		$18.2M Buy
694,545
+38,452
+6% +$1.02M 12.26% 2
2025
Q4 		$17.5M Buy
656,093
+10,436
+2% +$280K 11.79% 2
2025
Q3 		$17.3M Buy
645,657
+63,584
+11% +$1.69M 11.7% 2
2025
Q2 		$15.4M Sell
582,073
-22,631
-4% -$590K 12.92% 1
2025
Q1 		$15.9M Buy
604,704
+590,616
+4,192% +$15.5M 17.95% 1
2024
Q4 		$365K Buy
14,088
+744
+6% +$19.5K 0.41% 33
2024
Q3 		$356K Buy
13,344
+171
+1% +$4.48K 0.43% 34
2024
Q2 		$338K Sell
13,173
-2,534
-16% -$64.6K 0.42% 39
2024
Q1 		$405K Buy
15,707
+5,720
+57% +$146K 0.42% 41
2023
Q4 		$256K Sell
9,987
-723
-7% -$17.8K 0.29% 32
2023
Q3 		$262K Buy
+10,710
New +$266K 0.32% 37

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Pinnacle Wealth Management's PYLD Position: Q2 2026 in Review

Pinnacle Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.1% in Q2 2026, buying an estimated $17.8K and bringing the position to 695,219 shares worth $18.4M. The position accounts for 11.42% of the portfolio, ranked #2.

Pinnacle Wealth Management first reported a position in PYLD in Q3 2023 and has held it in 12 quarters since. 181 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Pinnacle Wealth Management held 695,219 shares of PIMCO Multi Sector Bond Active ETF worth $18.4M as of Q2 2026.
  • Pinnacle Wealth Management bought 674 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $17.8K.
  • PIMCO Multi Sector Bond Active ETF made up 11.42% of Pinnacle Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Pinnacle Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 12 quarters since.
  • 181 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.