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

Sowell Financial Services’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	$2.31M	Buy	+91,029	New	+$2.37M	0.07%	271
2024 Q4	–	Sell	-231,323	Closed	-$6.16M	–	580
2024 Q3	$6.16M	Buy	231,323 +14,056	+6%	+$368K	0.29%	87
2024 Q2	$5.57M	Buy	+217,267	New	+$5.54M	0.27%	89

Other funds holding PYLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPGK

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sowell Financial Services's PYLD Position: Q3 2026 in Review

Sowell Financial Services opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2026: 91,029 shares worth $2.31M. The stake represents 0.07% of the portfolio and ranks #271 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in PYLD as recently as Q3 2024.

Sowell Financial Services first reported a position in PYLD in Q2 2024 and has held it in 3 quarters since. The position peaked at $6.16M in Q3 2024. 465 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Sowell Financial Services held 91,029 shares of PIMCO Multi Sector Bond Active ETF worth $2.31M as of Q3 2026.
PIMCO Multi Sector Bond Active ETF was a new Sowell Financial Services position in Q3 2026.
PIMCO Multi Sector Bond Active ETF made up 0.07% of Sowell Financial Services's portfolio in Q3 2026, its #271 holding.
Sowell Financial Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 3 quarters since.
Sowell Financial Services's PIMCO Multi Sector Bond Active ETF position peaked at $6.16M in Q3 2024.
465 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.