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

Strata Wealth 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	$9.46M	Buy	356,720 +82,205	+30%	+$2.17M	2.31%	10
2026 Q1	$7.19M	Buy	274,515 +60,922	+29%	+$1.62M	1.97%	11
2025 Q4	$5.7M	Buy	213,593 +17,084	+9%	+$458K	1.59%	11
2025 Q3	$5.27M	Sell	196,509 -3,649	-2%	-$97K	1.39%	15
2025 Q2	$5.31M	Buy	200,158 +5,252	+3%	+$137K	1.46%	12
2025 Q1	$5.14M	Sell	194,906 -31,862	-14%	-$834K	1.6%	11
2024 Q4	$5.88M	Buy	226,768 +6,541	+3%	+$171K	1.84%	8
2024 Q3	$5.87M	Buy	220,227 +3,363	+2%	+$88.1K	1.89%	8
2024 Q2	$5.56M	Buy	216,864 +15,182	+8%	+$387K	1.92%	8
2024 Q1	$5.2M	Sell	201,682 -5,029	-2%	-$129K	1.83%	8
2023 Q4	$5.31M	Buy	206,711 +174,244	+537%	+$4.3M	2.09%	8
2023 Q3	$793K	Buy	+32,467	New	+$807K	0.38%	21

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

Strata Wealth Advisors's PYLD Position: Q2 2026 in Review

Strata Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 30% in Q2 2026, buying an estimated $2.17M and bringing the position to 356,720 shares worth $9.46M. The position accounts for 2.31% of the portfolio, ranked #10.

Strata Wealth Advisors first reported a position in PYLD in Q3 2023 and has held it in 12 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Strata Wealth Advisors held 356,720 shares of PIMCO Multi Sector Bond Active ETF worth $9.46M as of Q2 2026.
Strata Wealth Advisors bought 82,205 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $2.17M.
PIMCO Multi Sector Bond Active ETF made up 2.31% of Strata Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Strata Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 12 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.