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

WESPAC Advisors’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 		$1.33M Buy
50,169
+241
+0.5% +$6.36K 0.65% 39
2026
Q1 		$1.31M Sell
49,928
-63,539
-56% -$1.69M 0.72% 37
2025
Q4 		$3.03M Buy
113,467
+103,119
+997% +$2.76M 1.64% 11
2025
Q3 		$278K Buy
+10,348
New +$275K 0.16% 152

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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

WESPAC Advisors's PYLD Position: Q2 2026 in Review

WESPAC Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.48% in Q2 2026, buying an estimated $6.36K and bringing the position to 50,169 shares worth $1.33M. The position accounts for 0.65% of the portfolio, ranked #39.

WESPAC Advisors first reported a position in PYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.03M in Q4 2025. 518 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • WESPAC Advisors held 50,169 shares of PIMCO Multi Sector Bond Active ETF worth $1.33M as of Q2 2026.
  • WESPAC Advisors bought 241 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $6.36K.
  • PIMCO Multi Sector Bond Active ETF made up 0.65% of WESPAC Advisors's portfolio in Q2 2026, its #39 holding.
  • WESPAC Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
  • WESPAC Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $3.03M in Q4 2025.
  • 518 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.