Resurgent Financial Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Resurgent Financial Advisors’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	$1.08M	Buy	41,046 +584	+1%	+$15.6K	0.39%	61
2025 Q4	$1.08M	Buy	40,462 +4,760	+13%	+$128K	0.54%	47
2025 Q3	$958K	Buy	35,702 +18,716	+110%	+$497K	0.47%	55
2025 Q2	$451K	Buy	16,986 +7,035	+71%	+$184K	0.25%	117
2025 Q1	$262K	Sell	9,951 -1,837	-16%	-$48.1K	0.16%	150
2024 Q4	$306K	Buy	+11,788	New	+$308K	0.18%	137

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

Resurgent Financial Advisors's PYLD Position: Q1 2026 in Review

Resurgent Financial Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.4% in Q1 2026, buying an estimated $15.6K and bringing the position to 41,046 shares worth $1.08M. The position accounts for 0.39% of the portfolio, ranked #61.

Resurgent Financial Advisors first reported a position in PYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Resurgent Financial Advisors held 41,046 shares of PIMCO Multi Sector Bond Active ETF worth $1.08M as of Q1 2026.
Resurgent Financial Advisors bought 584 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $15.6K.
PIMCO Multi Sector Bond Active ETF made up 0.39% of Resurgent Financial Advisors's portfolio in Q1 2026, its #61 holding.
Resurgent Financial Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
Resurgent Financial Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $1.08M in Q4 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.