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

Sovereign Financial Group’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	$3.07M	Sell	115,903 -2,326	-2%	-$61.4K	0.47%	32
2026 Q1	$3.1M	Buy	118,229 +5,098	+5%	+$136K	0.54%	29
2025 Q4	$3.02M	Buy	113,131 +39,192	+53%	+$1.05M	0.52%	31
2025 Q3	$1.98M	Buy	73,939 +22,965	+45%	+$610K	0.37%	50
2025 Q2	$1.35M	Buy	50,974 +34,231	+204%	+$893K	0.28%	69
2025 Q1	$441K	Buy	+16,743	New	+$438K	0.1%	177

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Sovereign Financial Group's PYLD Position: Q2 2026 in Review

Sovereign Financial Group reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 2% in Q2 2026, selling an estimated $61.4K and leaving 115,903 shares worth $3.07M. The position accounts for 0.47% of the portfolio, ranked #32.

Sovereign Financial Group first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.1M in Q1 2026. 690 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Sovereign Financial Group held 115,903 shares of PIMCO Multi Sector Bond Active ETF worth $3.07M as of Q2 2026.
Sovereign Financial Group sold 2,326 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $61.4K.
PIMCO Multi Sector Bond Active ETF made up 0.47% of Sovereign Financial Group's portfolio in Q2 2026, its #32 holding.
Sovereign Financial Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
Sovereign Financial Group's PIMCO Multi Sector Bond Active ETF position peaked at $3.1M in Q1 2026.
690 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.