Sigma Planning Corp’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Sigma Planning Corp’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	$661K	Buy	25,231 +16,774	+198%	+$447K	0.02%	732
2025 Q4	$226K	Sell	8,457 -710	-8%	-$19K	0.01%	1159
2025 Q3	$246K	Sell	9,167 -2,320	-20%	-$61.6K	0.01%	1121
2025 Q2	$305K	Buy	11,487 +2,540	+28%	+$66.3K	0.01%	984
2025 Q1	$236K	Buy	+8,947	New	+$234K	0.01%	1055
2024 Q3	–	Sell	-13,976	Closed	-$358K	–	1266
2024 Q2	$358K	Buy	13,976 +6,159	+79%	+$157K	0.01%	852
2024 Q1	$201K	Buy	+7,817	New	+$200K	0.01%	1135

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

Sigma Planning Corp's PYLD Position: Q1 2026 in Review

Sigma Planning Corp increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 198% in Q1 2026, buying an estimated $447K and bringing the position to 25,231 shares worth $661K. The position accounts for 0.02% of the portfolio, ranked #732.

Sigma Planning Corp first reported a position in PYLD in Q1 2024 and has held it in 7 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Sigma Planning Corp held 25,231 shares of PIMCO Multi Sector Bond Active ETF worth $661K as of Q1 2026.
Sigma Planning Corp bought 16,774 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $447K.
PIMCO Multi Sector Bond Active ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #732 holding.
Sigma Planning Corp first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 7 quarters since.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.