Wealth Alliance Advisory Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Wealth Alliance Advisory Group’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	$33.8M	Sell	1,330,110 -1,199	-0.1%	-$31.3K	4.74%	5
2026 Q2	$35.3M	Buy	1,331,309 +17,480	+1%	+$462K	5.11%	5
2026 Q1	$34.4M	Buy	1,313,829 +167,916	+15%	+$4.48M	5.45%	4
2025 Q4	$30.6M	Buy	1,145,913 +102,069	+10%	+$2.73M	5.23%	5
2025 Q3	$28M	Buy	1,043,844 +13,363	+1%	+$355K	5.05%	6
2025 Q2	$27.3M	Buy	1,030,481 +2,298	+0.2%	+$59.9K	5.21%	4
2025 Q1	$27.1M	Buy	1,028,183 +292,397	+40%	+$7.65M	5.62%	4
2024 Q4	$19.1M	Buy	735,786 +6,147	+0.8%	+$161K	4.03%	4
2024 Q3	$19.4M	Buy	729,639 +20,934	+3%	+$548K	4.08%	4
2024 Q2	$18.2M	Buy	708,705 +25,810	+4%	+$658K	4.09%	4
2024 Q1	$17.6M	Buy	682,895 +57,585	+9%	+$1.47M	4.08%	5
2023 Q4	$16M	Buy	625,310 +39,779	+7%	+$982K	4.19%	5
2023 Q3	$14.3M	Buy	+585,531	New	+$14.6M	4.24%	5

Other funds holding PYLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

RPGK

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Wealth Alliance Advisory Group's PYLD Position: Q3 2026 in Review

Wealth Alliance Advisory Group reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.09% in Q3 2026, selling an estimated $31.3K and leaving 1,330,110 shares worth $33.8M. The position accounts for 4.74% of the portfolio, ranked #5.

Wealth Alliance Advisory Group first reported a position in PYLD in Q3 2023 and has held it in 13 quarters since. The position peaked at $35.3M in Q2 2026. 657 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Wealth Alliance Advisory Group held 1,330,110 shares of PIMCO Multi Sector Bond Active ETF worth $33.8M as of Q3 2026.
Wealth Alliance Advisory Group sold 1,199 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $31.3K.
PIMCO Multi Sector Bond Active ETF made up 4.74% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #5 holding.
Wealth Alliance Advisory Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Alliance Advisory Group's PIMCO Multi Sector Bond Active ETF position peaked at $35.3M in Q2 2026.
657 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.