WCG Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

WCG Wealth Advisors’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	$143M	Buy	5,410,406 +2,010,159	+59%	+$53.1M	3.4%	1
2026 Q1	$89.1M	Sell	3,400,247 -85,927	-2%	-$2.29M	2.49%	2
2025 Q4	$93M	Buy	3,486,174 +2,382,880	+216%	+$63.8M	2.61%	2
2025 Q3	$29.6M	Sell	1,103,294 -107,538	-9%	-$2.86M	1.86%	9
2025 Q2	$32.1M	Buy	1,210,832 +317,351	+36%	+$8.28M	2.08%	6
2025 Q1	$23.5M	Sell	893,481 -96,443	-10%	-$2.52M	1.79%	11
2024 Q4	$25.7M	Buy	989,924 +97,738	+11%	+$2.56M	1.7%	10
2024 Q3	$23.8M	Sell	892,186 -68,069	-7%	-$1.78M	1.61%	13
2024 Q2	$24.6M	Buy	+960,255	New	+$24.5M	1.82%	12

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

WCG Wealth Advisors's PYLD Position: Q2 2026 in Review

WCG Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 59% in Q2 2026, buying an estimated $53.1M and bringing the position to 5,410,406 shares worth $143M. The position accounts for 3.4% of the portfolio, ranked #1.

WCG Wealth Advisors first reported a position in PYLD in Q2 2024 and has held it in 9 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

WCG Wealth Advisors held 5,410,406 shares of PIMCO Multi Sector Bond Active ETF worth $143M as of Q2 2026.
WCG Wealth Advisors bought 2,010,159 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $53.1M.
PIMCO Multi Sector Bond Active ETF made up 3.4% of WCG Wealth Advisors's portfolio in Q2 2026, its #1 holding.
WCG Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 9 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.