USAdvisors Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

USAdvisors Wealth Management’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 Q3	$5.32M	Sell	209,488 -1,374	-0.7%	-$35.8K	1.52%	21
2026 Q2	$5.59M	Sell	210,862 -8,333	-4%	-$220K	1.6%	20
2026 Q1	$5.71M	Buy	219,195 +10,444	+5%	+$278K	1.9%	15
2025 Q4	$5.57M	Buy	208,751 +111,781	+115%	+$2.99M	1.83%	16
2025 Q3	$2.6M	Buy	96,970 +10,190	+12%	+$271K	0.9%	35
2025 Q2	$2.3M	Buy	86,780 +9,355	+12%	+$244K	0.86%	35
2025 Q1	$2.04M	Buy	77,425 +25,509	+49%	+$668K	0.71%	38
2024 Q4	$1.34M	Buy	51,916 +9,360	+22%	+$245K	0.44%	54
2024 Q3	$1.14M	Buy	42,556 +9,263	+28%	+$243K	0.4%	59
2024 Q2	$853K	Buy	33,293 +6	+0%	+$153	0.3%	67
2024 Q1	$856K	Buy	33,287 +4,275	+15%	+$109K	0.32%	69
2023 Q4	$744K	Buy	+29,012	New	+$716K	0.31%	66

Other funds holding PYLD

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

USAdvisors Wealth Management's PYLD Position: Q3 2026 in Review

USAdvisors Wealth Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.65% in Q3 2026, selling an estimated $35.8K and leaving 209,488 shares worth $5.32M. The position accounts for 1.52% of the portfolio, ranked #21.

USAdvisors Wealth Management first reported a position in PYLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.71M in Q1 2026. 315 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

USAdvisors Wealth Management held 209,488 shares of PIMCO Multi Sector Bond Active ETF worth $5.32M as of Q3 2026.
USAdvisors Wealth Management sold 1,374 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $35.8K.
PIMCO Multi Sector Bond Active ETF made up 1.52% of USAdvisors Wealth Management's portfolio in Q3 2026, its #21 holding.
USAdvisors Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 12 quarters since.
USAdvisors Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $5.71M in Q1 2026.
315 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.