Wealthcare Advisory Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Wealthcare Advisory Partners’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	$27.2M	Buy	1,025,937 +42,869	+4%	+$1.13M	0.52%	36
2026 Q1	$25.8M	Buy	983,068 +182,088	+23%	+$4.85M	0.5%	37
2025 Q4	$21.4M	Buy	800,980 +70,590	+10%	+$1.89M	0.42%	47
2025 Q3	$19.6M	Buy	730,390 +632,089	+643%	+$16.8M	0.41%	47
2025 Q2	$2.61M	Buy	98,301 +63,874	+186%	+$1.67M	0.06%	274
2025 Q1	$907K	Buy	+34,427	New	+$901K	0.02%	462

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Wealthcare Advisory Partners's PYLD Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.4% in Q2 2026, buying an estimated $1.13M and bringing the position to 1,025,937 shares worth $27.2M. The position accounts for 0.52% of the portfolio, ranked #36.

Wealthcare Advisory Partners first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 157 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Wealthcare Advisory Partners held 1,025,937 shares of PIMCO Multi Sector Bond Active ETF worth $27.2M as of Q2 2026.
Wealthcare Advisory Partners bought 42,869 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.13M.
PIMCO Multi Sector Bond Active ETF made up 0.52% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #36 holding.
Wealthcare Advisory Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
157 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.