JMBAI
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J. M. Brown & Associates Inc.’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

J. M. Brown & Associates Inc.’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 		$684K Buy
+25,796
New +$681K 0.39% 83

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
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
SB
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

J. M. Brown & Associates Inc.'s PYLD Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026: 25,796 shares worth $684K. The stake represents 0.39% of the portfolio and ranks #83 among its holdings.

237 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • J. M. Brown & Associates Inc. held 25,796 shares of PIMCO Multi Sector Bond Active ETF worth $684K as of Q2 2026.
  • PIMCO Multi Sector Bond Active ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.39% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #83 holding.
  • 237 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.