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 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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return