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Savvy Advisors Inc’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Savvy Advisors Inc’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 		$2.37M Buy
90,514
+9,492
+12% +$253K 0.06% 240
2025
Q4 		$2.16M Buy
81,022
+10,633
+15% +$285K 0.07% 211
2025
Q3 		$1.89M Buy
70,389
+24,436
+53% +$649K 0.09% 163
2025
Q2 		$1.22M Sell
45,953
-1,322
-3% -$34.5K 0.08% 181
2025
Q1 		$1.25M Buy
47,275
+732
+2% +$19.2K 0.13% 136
2024
Q4 		$1.21M Buy
+46,543
New +$1.22M 0.15% 119

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Savvy Advisors Inc's PYLD Position: Q1 2026 in Review

Savvy Advisors Inc increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 12% in Q1 2026, buying an estimated $253K and bringing the position to 90,514 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #240.

Savvy Advisors Inc first reported a position in PYLD in Q4 2024 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Savvy Advisors Inc held 90,514 shares of PIMCO Multi Sector Bond Active ETF worth $2.37M as of Q1 2026.
  • Savvy Advisors Inc bought 9,492 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $253K.
  • PIMCO Multi Sector Bond Active ETF made up 0.06% of Savvy Advisors Inc's portfolio in Q1 2026, its #240 holding.
  • Savvy Advisors Inc first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.