Valmark Advisers’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Valmark Advisers’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	$812K	Buy	30,630 +6,939	+29%	+$183K	0.01%	400
2026 Q1	$621K	Buy	23,691 +8,112	+52%	+$216K	0.01%	428
2025 Q4	$416K	Buy	15,579 +1,866	+14%	+$50K	0.01%	479
2025 Q3	$368K	Buy	+13,713	New	+$364K	﹤0.01%	500

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Valmark Advisers's PYLD Position: Q2 2026 in Review

Valmark Advisers increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 29% in Q2 2026, buying an estimated $183K and bringing the position to 30,630 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #400.

Valmark Advisers first reported a position in PYLD in Q3 2025 and has held it in 4 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Valmark Advisers held 30,630 shares of PIMCO Multi Sector Bond Active ETF worth $812K as of Q2 2026.
Valmark Advisers bought 6,939 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $183K.
PIMCO Multi Sector Bond Active ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #400 holding.
Valmark Advisers first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.