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

Puff 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
Q3 		$3.17M Buy
124,819
+16,496
+15% +$430K 2.99% 8
2026
Q2 		$2.87M Buy
+108,323
New +$2.86M 2.93% 9
2025
Q4 		$882K Buy
+33,024
New +$885K 1.14% 29

Other funds holding PYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Puff Wealth Management's PYLD Position: Q3 2026 in Review

Puff Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 15% in Q3 2026, buying an estimated $430K and bringing the position to 124,819 shares worth $3.17M. The position accounts for 2.99% of the portfolio, ranked #8.

Puff Wealth Management first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Puff Wealth Management held 124,819 shares of PIMCO Multi Sector Bond Active ETF worth $3.17M as of Q3 2026.
  • Puff Wealth Management bought 16,496 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $430K.
  • PIMCO Multi Sector Bond Active ETF made up 2.99% of Puff Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Puff Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.