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

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

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. 689 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.
689 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.