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SteelPeak Wealth’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

SteelPeak Wealth’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 		$4.14M Buy
156,272
+27,861
+22% +$736K 0.11% 145
2026
Q1 		$3.36M Buy
128,411
+107,455
+513% +$2.86M 0.1% 152
2025
Q4 		$562K Buy
20,956
+5,038
+32% +$135K 0.02% 341
2025
Q3 		$427K Buy
15,918
+3,722
+31% +$98.9K 0.01% 413
2025
Q2 		$324K Sell
12,196
-153
-1% -$3.99K 0.01% 408
2025
Q1 		$325K Buy
12,349
+779
+7% +$20.4K 0.01% 401
2024
Q4 		$301K Buy
+11,570
New +$303K 0.01% 415

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

SteelPeak Wealth's PYLD Position: Q2 2026 in Review

SteelPeak Wealth increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 22% in Q2 2026, buying an estimated $736K and bringing the position to 156,272 shares worth $4.14M. The position accounts for 0.11% of the portfolio, ranked #145.

SteelPeak Wealth first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • SteelPeak Wealth held 156,272 shares of PIMCO Multi Sector Bond Active ETF worth $4.14M as of Q2 2026.
  • SteelPeak Wealth bought 27,861 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $736K.
  • PIMCO Multi Sector Bond Active ETF made up 0.11% of SteelPeak Wealth's portfolio in Q2 2026, its #145 holding.
  • SteelPeak Wealth first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.