Summit Investment Advisory Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Summit Investment Advisory Services’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	$1.47M	Buy	56,167 +5,337	+10%	+$142K	0.55%	24
2025 Q4	$1.36M	Buy	50,830 +8,208	+19%	+$220K	0.51%	24
2025 Q3	$1.14M	Buy	42,622 +16,828	+65%	+$447K	0.46%	26
2025 Q2	$685K	Buy	25,794 +11,444	+80%	+$299K	0.3%	35
2025 Q1	$378K	Buy	14,350 +2,644	+23%	+$69.2K	0.19%	44
2024 Q4	$303K	Buy	11,706 +4,147	+55%	+$108K	0.16%	54
2024 Q3	$201K	Buy	+7,559	New	+$198K	0.11%	67

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Investment Advisory Services's PYLD Position: Q1 2026 in Review

Summit Investment Advisory Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 10% in Q1 2026, buying an estimated $142K and bringing the position to 56,167 shares worth $1.47M. The position accounts for 0.55% of the portfolio, ranked #24.

Summit Investment Advisory Services first reported a position in PYLD in Q3 2024 and has held it in 7 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Summit Investment Advisory Services held 56,167 shares of PIMCO Multi Sector Bond Active ETF worth $1.47M as of Q1 2026.
Summit Investment Advisory Services bought 5,337 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $142K.
PIMCO Multi Sector Bond Active ETF made up 0.55% of Summit Investment Advisory Services's portfolio in Q1 2026, its #24 holding.
Summit Investment Advisory Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 7 quarters since.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.