Roger Wittlin Investment Advisory’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Roger Wittlin Investment Advisory’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	$1.09M	Buy	40,920 +570	+1%	+$15.1K	0.85%	21
2026 Q1	$1.06M	Sell	40,350 -7,988	-17%	-$213K	0.86%	21
2025 Q4	$1.29M	Sell	48,338 -10,945	-18%	-$293K	0.9%	21
2025 Q3	$1.59M	Sell	59,283 -11,755	-17%	-$312K	0.88%	22
2025 Q2	$1.89M	Sell	71,038 -10,248	-13%	-$267K	1.05%	17
2025 Q1	$2.14M	Buy	81,286 +5,857	+8%	+$153K	1.25%	16
2024 Q4	$1.96M	Sell	75,429 -17,801	-19%	-$466K	1.1%	17
2024 Q3	$2.48M	Buy	93,230 +16,246	+21%	+$426K	1.43%	15
2024 Q2	$1.97M	Buy	76,984 +48,507	+170%	+$1.24M	1.27%	16
2024 Q1	$734K	Buy	+28,477	New	+$728K	0.51%	28

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

Roger Wittlin Investment Advisory's PYLD Position: Q2 2026 in Review

Roger Wittlin Investment Advisory increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.4% in Q2 2026, buying an estimated $15.1K and bringing the position to 40,920 shares worth $1.09M. The position accounts for 0.85% of the portfolio, ranked #21.

Roger Wittlin Investment Advisory first reported a position in PYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.48M in Q3 2024. 239 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Roger Wittlin Investment Advisory held 40,920 shares of PIMCO Multi Sector Bond Active ETF worth $1.09M as of Q2 2026.
Roger Wittlin Investment Advisory bought 570 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $15.1K.
PIMCO Multi Sector Bond Active ETF made up 0.85% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #21 holding.
Roger Wittlin Investment Advisory first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 10 quarters since.
Roger Wittlin Investment Advisory's PIMCO Multi Sector Bond Active ETF position peaked at $2.48M in Q3 2024.
239 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.