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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 70% in Q2 2026, buying an estimated $1.92M and bringing the position to 176,669 shares worth $4.69M. The position accounts for 0.52% of the portfolio, ranked #49.

Wealth Enhancement Trust Services first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Wealth Enhancement Trust Services held 176,669 shares of PIMCO Multi Sector Bond Active ETF worth $4.69M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 72,743 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.92M.
  • PIMCO Multi Sector Bond Active ETF made up 0.52% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #49 holding.
  • Wealth Enhancement Trust Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

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