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 Q3	$2.13M	Buy	83,890 +54,088	+181%	+$1.41M	0.05%	330
2026 Q2	$790K	Buy	29,802 +4,571	+18%	+$121K	0.02%	699
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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Sigma Planning Corp's PYLD Position: Q3 2026 in Review

Sigma Planning Corp increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 181% in Q3 2026, buying an estimated $1.41M and bringing the position to 83,890 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #330.

Sigma Planning Corp first reported a position in PYLD in Q1 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Sigma Planning Corp held 83,890 shares of PIMCO Multi Sector Bond Active ETF worth $2.13M as of Q3 2026.
Sigma Planning Corp bought 54,088 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $1.41M.
PIMCO Multi Sector Bond Active ETF made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #330 holding.
Sigma Planning Corp first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.