Wealth Enhancement Advisory Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Wealth Enhancement Advisory Services’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	$61.1M	Buy	2,321,549 +191,639	+9%	+$5.06M	0.1%	181
2026 Q1	$55.8M	Sell	2,129,910 -1,070,876	-33%	-$28.5M	0.11%	164
2025 Q4	$85.7M	Buy	3,200,786 +2,474,706	+341%	+$66.3M	0.12%	165
2025 Q3	$19.4M	Buy	726,080 +353,455	+95%	+$9.39M	0.03%	459
2025 Q2	$9.83M	Sell	372,625 -51,234	-12%	-$1.34M	0.02%	634
2025 Q1	$11.2M	Sell	423,859 -23,322	-5%	-$610K	0.02%	546
2024 Q4	$11.6M	Buy	447,181 +42,916	+11%	+$1.12M	0.02%	513
2024 Q3	$10.8M	Sell	404,265 -35,057	-8%	-$918K	0.02%	495
2024 Q2	$11.3M	Buy	439,322 +47,083	+12%	+$1.2M	0.03%	455
2024 Q1	$10.1M	Buy	392,239 +192,454	+96%	+$4.92M	0.03%	471
2023 Q4	$5.13M	Buy	199,785 +179,080	+865%	+$4.42M	0.01%	604
2023 Q3	$506K	Buy	+20,705	New	+$515K	﹤0.01%	1418

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

Wealth Enhancement Advisory Services's PYLD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 9% in Q2 2026, buying an estimated $5.06M and bringing the position to 2,321,549 shares worth $61.1M. The position accounts for 0.1% of the portfolio, ranked #181.

Wealth Enhancement Advisory Services first reported a position in PYLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $85.7M in Q4 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Wealth Enhancement Advisory Services held 2,321,549 shares of PIMCO Multi Sector Bond Active ETF worth $61.1M as of Q2 2026.
Wealth Enhancement Advisory Services bought 191,639 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $5.06M.
PIMCO Multi Sector Bond Active ETF made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #181 holding.
Wealth Enhancement Advisory Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's PIMCO Multi Sector Bond Active ETF position peaked at $85.7M in Q4 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.