PKS Advisory Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

PKS Advisory Services’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	$4.02M	Buy	153,293 +7,589	+5%	+$202K	0.93%	17
2025 Q4	$3.89M	Sell	145,704 -1,008	-0.7%	-$27K	0.89%	19
2025 Q3	$3.94M	Sell	146,712 -565	-0.4%	-$15K	0.82%	22
2025 Q2	$3.91M	Buy	147,277 +22,605	+18%	+$590K	0.96%	19
2025 Q1	$3.29M	Buy	124,672 +62,418	+100%	+$1.63M	0.9%	19
2024 Q4	$1.61M	Buy	+62,254	New	+$1.63M	0.4%	40

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PKS Advisory Services's PYLD Position: Q1 2026 in Review

PKS Advisory Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 5.2% in Q1 2026, buying an estimated $202K and bringing the position to 153,293 shares worth $4.02M. The position accounts for 0.93% of the portfolio, ranked #17.

PKS Advisory Services first reported a position in PYLD in Q4 2024 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

PKS Advisory Services held 153,293 shares of PIMCO Multi Sector Bond Active ETF worth $4.02M as of Q1 2026.
PKS Advisory Services bought 7,589 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $202K.
PIMCO Multi Sector Bond Active ETF made up 0.93% of PKS Advisory Services's portfolio in Q1 2026, its #17 holding.
PKS Advisory Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.