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 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

USAdvisors Wealth Management's PYLD Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.8% in Q2 2026, selling an estimated $220K and leaving 210,862 shares worth $5.59M. The position accounts for 1.6% of the portfolio, ranked #20.

USAdvisors Wealth Management first reported a position in PYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.71M in Q1 2026. 340 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

USAdvisors Wealth Management held 210,862 shares of PIMCO Multi Sector Bond Active ETF worth $5.59M as of Q2 2026.
USAdvisors Wealth Management sold 8,333 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $220K.
PIMCO Multi Sector Bond Active ETF made up 1.6% of USAdvisors Wealth Management's portfolio in Q2 2026, its #20 holding.
USAdvisors Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
USAdvisors Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $5.71M in Q1 2026.
340 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.