Prospera Financial Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Prospera Financial 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 Q2	$1.99M	Sell	74,899 -7,683	-9%	-$203K	0.03%	520
2026 Q1	$2.16M	Buy	82,582 +26,500	+47%	+$706K	0.03%	481
2025 Q4	$1.5M	Buy	56,082 +27,952	+99%	+$749K	0.02%	563
2025 Q3	$755K	Buy	28,130 +88	+0.3%	+$2.34K	0.01%	784
2025 Q2	$744K	Hold	28,042	–	–	0.01%	761
2025 Q1	$739K	Hold	28,042	–	–	0.02%	645
2024 Q4	$727K	Buy	28,042 +11,542	+70%	+$302K	0.02%	631
2024 Q3	$440K	Buy	+16,500	New	+$432K	0.01%	767

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 22.96% 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

Prospera Financial Services's PYLD Position: Q2 2026 in Review

Prospera Financial Services reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 9.3% in Q2 2026, selling an estimated $203K and leaving 74,899 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #520.

Prospera Financial Services first reported a position in PYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.16M in Q1 2026. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Prospera Financial Services held 74,899 shares of PIMCO Multi Sector Bond Active ETF worth $1.99M as of Q2 2026.
Prospera Financial Services sold 7,683 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $203K.
PIMCO Multi Sector Bond Active ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #520 holding.
Prospera Financial Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
Prospera Financial Services's PIMCO Multi Sector Bond Active ETF position peaked at $2.16M in Q1 2026.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.