World Equity Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

World Equity Group’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	–	Sell	-8,185	Closed	-$214K	–	422
2026 Q1	$214K	Buy	+8,185	New	+$218K	0.06%	348
2025 Q4	–	Sell	-7,743	Closed	-$208K	–	373
2025 Q3	$208K	Sell	7,743 -621	-7%	-$16.5K	0.05%	335
2025 Q2	$222K	Sell	8,364 -1,505	-15%	-$39.3K	0.06%	294
2025 Q1	$260K	Sell	9,869 -6,109	-38%	-$160K	0.07%	250
2024 Q4	$414K	Buy	+15,978	New	+$418K	0.09%	219

Other funds holding PYLD

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return