Steward Partners Investment Advisory’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Steward Partners Investment Advisory’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	$2.37M	Buy	89,475 +32,753	+58%	+$865K	0.01%	843
2026 Q1	$1.49M	Buy	56,722 +8,724	+18%	+$233K	0.01%	979
2025 Q4	$1.28M	Buy	47,998 +14,603	+44%	+$391K	0.01%	953
2025 Q3	$896K	Buy	33,395 +5,716	+21%	+$152K	0.01%	1095
2025 Q2	$735K	Buy	27,679 +11,151	+67%	+$291K	0.01%	1121
2025 Q1	$436K	Buy	16,528 +7,416	+81%	+$194K	﹤0.01%	1276
2024 Q4	$236K	Buy	9,112 +7,812	+601%	+$204K	﹤0.01%	1514
2024 Q3	$34.6K	Buy	+1,300	New	+$34.1K	﹤0.01%	2416

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

Steward Partners Investment Advisory's PYLD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 58% in Q2 2026, buying an estimated $865K and bringing the position to 89,475 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #843.

Steward Partners Investment Advisory first reported a position in PYLD in Q3 2024 and has held it in 8 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Steward Partners Investment Advisory held 89,475 shares of PIMCO Multi Sector Bond Active ETF worth $2.37M as of Q2 2026.
Steward Partners Investment Advisory bought 32,753 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $865K.
PIMCO Multi Sector Bond Active ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #843 holding.
Steward Partners Investment Advisory first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.