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WESPAC Advisors SoCal’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

WESPAC Advisors SoCal’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 		$13.5M Buy
530,918
+122,853
+30% +$3.2M 2.44% 13
2026
Q2 		$10.8M Buy
408,065
+22,659
+6% +$598K 1.93% 21
2026
Q1 		$10.1M Buy
385,406
+50,957
+15% +$1.36M 2.15% 17
2025
Q4 		$8.92M Buy
334,449
+10,633
+3% +$285K 1.8% 19
2025
Q3 		$8.69M Buy
+323,816
New +$8.6M 1.76% 23

Other funds holding PYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

WESPAC Advisors SoCal's PYLD Position: Q3 2026 in Review

WESPAC Advisors SoCal increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 30% in Q3 2026, buying an estimated $3.2M and bringing the position to 530,918 shares worth $13.5M. The position accounts for 2.44% of the portfolio, ranked #13.

WESPAC Advisors SoCal first reported a position in PYLD in Q3 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • WESPAC Advisors SoCal held 530,918 shares of PIMCO Multi Sector Bond Active ETF worth $13.5M as of Q3 2026.
  • WESPAC Advisors SoCal bought 122,853 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $3.2M.
  • PIMCO Multi Sector Bond Active ETF made up 2.44% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #13 holding.
  • WESPAC Advisors SoCal first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 5 quarters since.
  • 70 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.