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

Strategic Wealth Partners’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
Q1 		$21.6K Hold
824
– – ﹤0.01% 692
2025
Q4 		$22K Sell
824
-6,373
-89% -$171K ﹤0.01% 680
2025
Q3 		$193K Buy
+7,197
New +$191K 0.01% 339

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners's PYLD Position: Q1 2026 in Review

Strategic Wealth Partners held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q1 2026 at 824 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Strategic Wealth Partners first reported a position in PYLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $193K in Q3 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Strategic Wealth Partners held 824 shares of PIMCO Multi Sector Bond Active ETF worth $21.6K as of Q1 2026.
  • Strategic Wealth Partners left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q1 2026.
  • PIMCO Multi Sector Bond Active ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #692 holding.
  • Strategic Wealth Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's PIMCO Multi Sector Bond Active ETF position peaked at $193K in Q3 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.