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

Riverchase 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	$18.3M	Buy	691,288 +38,182	+6%	+$1.01M	8.54%	3
2026 Q1	$17.1M	Buy	653,106 +101,446	+18%	+$2.7M	8.92%	3
2025 Q4	$14.7M	Buy	551,660 +58,241	+12%	+$1.56M	7.99%	6
2025 Q3	$13.2M	Buy	493,419 +85,673	+21%	+$2.28M	7.5%	6
2025 Q2	$10.8M	Buy	407,746 +51,954	+15%	+$1.36M	6.87%	6
2025 Q1	$9.38M	Buy	355,792 +285,004	+403%	+$7.46M	6.56%	6
2024 Q4	$1.83M	Buy	+70,788	New	+$1.85M	1.37%	16

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

OPAM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RDFA

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

WWM

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

Riverchase Wealth Management's PYLD Position: Q2 2026 in Review

Riverchase Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 5.8% in Q2 2026, buying an estimated $1.01M and bringing the position to 691,288 shares worth $18.3M. The position accounts for 8.54% of the portfolio, ranked #3.

Riverchase Wealth Management first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Riverchase Wealth Management held 691,288 shares of PIMCO Multi Sector Bond Active ETF worth $18.3M as of Q2 2026.
Riverchase Wealth Management bought 38,182 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.01M.
PIMCO Multi Sector Bond Active ETF made up 8.54% of Riverchase Wealth Management's portfolio in Q2 2026, its #3 holding.
Riverchase Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
243 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.