Slagle Financial’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Slagle Financial’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	$3.3M	Buy	124,463 +17,709	+17%	+$468K	0.99%	43
2026 Q1	$2.8M	Buy	106,754 +20,252	+23%	+$540K	0.92%	46
2025 Q4	$2.31M	Buy	86,502 +8,276	+11%	+$222K	0.81%	54
2025 Q3	$2.1M	Buy	78,226 +1,838	+2%	+$48.8K	0.77%	56
2025 Q2	$2.03M	Buy	+76,388	New	+$1.99M	0.82%	53

Other funds holding PYLD

SFA

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Slagle Financial's PYLD Position: Q2 2026 in Review

Slagle Financial increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 17% in Q2 2026, buying an estimated $468K and bringing the position to 124,463 shares worth $3.3M. The position accounts for 0.99% of the portfolio, ranked #43.

Slagle Financial first reported a position in PYLD in Q2 2025 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Slagle Financial held 124,463 shares of PIMCO Multi Sector Bond Active ETF worth $3.3M as of Q2 2026.
Slagle Financial bought 17,709 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $468K.
PIMCO Multi Sector Bond Active ETF made up 0.99% of Slagle Financial's portfolio in Q2 2026, its #43 holding.
Slagle Financial first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
353 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.