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Williams & Novak’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Williams & Novak’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 		$6.42M Buy
241,985
+19,036
+9% +$503K 4.24% 4
2026
Q1 		$5.83M Buy
222,949
+63,537
+40% +$1.69M 4.37% 5
2025
Q4 		$4.25M Buy
159,412
+31,910
+25% +$855K 3.2% 5
2025
Q3 		$3.42M Buy
127,502
+25,610
+25% +$680K 2.63% 6
2025
Q2 		$2.7M Buy
101,892
+47,438
+87% +$1.24M 2.3% 6
2025
Q1 		$1.43M Sell
54,454
-12,857
-19% -$337K 1.4% 21
2024
Q4 		$1.74M Sell
67,311
-48,231
-42% -$1.26M 1.68% 14
2024
Q3 		$3.08M Sell
115,542
-98,322
-46% -$2.58M 2.87% 4
2024
Q2 		$5.48M Buy
+213,864
New +$5.45M 5.1% 3

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
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
SB
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Williams & Novak's PYLD Position: Q2 2026 in Review

Williams & Novak increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 8.5% in Q2 2026, buying an estimated $503K and bringing the position to 241,985 shares worth $6.42M. The position accounts for 4.24% of the portfolio, ranked #4.

Williams & Novak first reported a position in PYLD in Q2 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Williams & Novak held 241,985 shares of PIMCO Multi Sector Bond Active ETF worth $6.42M as of Q2 2026.
  • Williams & Novak bought 19,036 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $503K.
  • PIMCO Multi Sector Bond Active ETF made up 4.24% of Williams & Novak's portfolio in Q2 2026, its #4 holding.
  • Williams & Novak first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 9 quarters since.
  • 121 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.