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Proficio Capital Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Proficio Capital Partners’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 		$433K Sell
16,325
-1,083,684
-99% -$28.6M 0.02% 379
2026
Q1 		$28.9M Sell
1,100,009
-722,475
-40% -$19.3M 1.54% 16
2025
Q4 		$48.6M Buy
1,822,484
+177,848
+11% +$4.76M 3.41% 7
2025
Q3 		$44.1M Buy
1,644,636
+1,529,816
+1,332% +$40.6M 3.03% 7
2025
Q2 		$3.05M Buy
+114,820
New +$3M 0.19% 83

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

Proficio Capital Partners's PYLD Position: Q2 2026 in Review

Proficio Capital Partners reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 99% in Q2 2026, selling an estimated $28.6M and leaving 16,325 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #379.

Proficio Capital Partners first reported a position in PYLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $48.6M in Q4 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Proficio Capital Partners held 16,325 shares of PIMCO Multi Sector Bond Active ETF worth $433K as of Q2 2026.
  • Proficio Capital Partners sold 1,083,684 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $28.6M.
  • PIMCO Multi Sector Bond Active ETF made up 0.02% of Proficio Capital Partners's portfolio in Q2 2026, its #379 holding.
  • Proficio Capital Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Proficio Capital Partners's PIMCO Multi Sector Bond Active ETF position peaked at $48.6M in Q4 2025.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.