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

Wealth Enhancement Trust 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 Q3	$8.17M	Buy	321,756 +145,087	+82%	+$3.78M	0.87%	23
2026 Q2	$4.69M	Buy	176,669 +72,743	+70%	+$1.92M	0.52%	49
2026 Q1	$2.72M	Buy	103,926 +94,588	+1,013%	+$2.52M	0.33%	73
2025 Q4	$249K	Buy	+9,338	New	+$250K	0.03%	247

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 Enhancement Trust Services's PYLD Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 82% in Q3 2026, buying an estimated $3.78M and bringing the position to 321,756 shares worth $8.17M. The position accounts for 0.87% of the portfolio, ranked #23.

Wealth Enhancement Trust Services first reported a position in PYLD in Q4 2025 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Wealth Enhancement Trust Services held 321,756 shares of PIMCO Multi Sector Bond Active ETF worth $8.17M as of Q3 2026.
Wealth Enhancement Trust Services bought 145,087 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $3.78M.
PIMCO Multi Sector Bond Active ETF made up 0.87% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #23 holding.
Wealth Enhancement Trust Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 4 quarters since.
657 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.