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

Wisconsin Wealth 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	$2.92M	Buy	110,272 +2,312	+2%	+$61K	2.51%	10
2026 Q1	$2.83M	Sell	107,960 -355	-0.3%	-$9.46K	2.78%	10
2025 Q4	$2.89M	Buy	108,315 +35,962	+50%	+$963K	2.83%	9
2025 Q3	$1.94M	Buy	72,353 +45,994	+174%	+$1.22M	1.85%	16
2025 Q2	$700K	Buy	26,359 +16,049	+156%	+$419K	0.8%	44
2025 Q1	$272K	Buy	+10,310	New	+$270K	0.39%	63

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

Wisconsin Wealth Advisors's PYLD Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 2.1% in Q2 2026, buying an estimated $61K and bringing the position to 110,272 shares worth $2.92M. The position accounts for 2.51% of the portfolio, ranked #10.

Wisconsin Wealth Advisors first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 156 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Wisconsin Wealth Advisors held 110,272 shares of PIMCO Multi Sector Bond Active ETF worth $2.92M as of Q2 2026.
Wisconsin Wealth Advisors bought 2,312 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $61K.
PIMCO Multi Sector Bond Active ETF made up 2.51% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Wisconsin Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
156 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.