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Waterloo Capital’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Waterloo Capital’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 		– Sell
-8,637
Closed -$230K – 518
2025
Q4 		$230K Sell
8,637
-387
-4% -$10.4K 0.02% 424
2025
Q3 		$242K Buy
9,024
+2
+0% +$53 0.02% 400
2025
Q2 		$239K Buy
+9,022
New +$235K 0.02% 406

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waterloo Capital's PYLD Position: Q1 2026 in Review

Waterloo Capital sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2026, closing a stake of 8,637 shares — an estimated $230K sold.

Waterloo Capital first reported a position in PYLD in Q2 2025 and held it in 3 quarters. The position peaked at $242K in Q3 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Waterloo Capital reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q1 2026 after selling out during the quarter.
  • Waterloo Capital sold 8,637 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $230K.
  • Waterloo Capital first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and held it in 3 quarters.
  • Waterloo Capital's PIMCO Multi Sector Bond Active ETF position peaked at $242K in Q3 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.