Stokes Capital Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Stokes Capital Advisors’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	$18.5M	Buy	696,655 +8,309	+1%	+$219K	3.96%	2
2026 Q1	$18M	Buy	688,346 +179,493	+35%	+$4.78M	4.04%	1
2025 Q4	$13.6M	Buy	508,853 +99,072	+24%	+$2.65M	3.1%	6
2025 Q3	$11M	Buy	+409,781	New	+$10.9M	2.56%	10

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

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

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Stokes Capital Advisors's PYLD Position: Q2 2026 in Review

Stokes Capital Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.2% in Q2 2026, buying an estimated $219K and bringing the position to 696,655 shares worth $18.5M. The position accounts for 3.96% of the portfolio, ranked #2.

Stokes Capital Advisors first reported a position in PYLD in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Stokes Capital Advisors held 696,655 shares of PIMCO Multi Sector Bond Active ETF worth $18.5M as of Q2 2026.
Stokes Capital Advisors bought 8,309 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $219K.
PIMCO Multi Sector Bond Active ETF made up 3.96% of Stokes Capital Advisors's portfolio in Q2 2026, its #2 holding.
Stokes Capital Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
243 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.