WAM
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Worth Asset Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Worth Asset Management’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 		$1.82M Sell
68,781
-4,871
-7% -$129K 0.58% 35
2026
Q1 		$1.93M Buy
+73,652
New +$1.96M 0.72% 35

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

Worth Asset Management's PYLD Position: Q2 2026 in Review

Worth Asset Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 6.6% in Q2 2026, selling an estimated $129K and leaving 68,781 shares worth $1.82M. The position accounts for 0.58% of the portfolio, ranked #35.

Worth Asset Management first reported a position in PYLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.93M in Q1 2026. 121 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Worth Asset Management held 68,781 shares of PIMCO Multi Sector Bond Active ETF worth $1.82M as of Q2 2026.
  • Worth Asset Management sold 4,871 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $129K.
  • PIMCO Multi Sector Bond Active ETF made up 0.58% of Worth Asset Management's portfolio in Q2 2026, its #35 holding.
  • Worth Asset Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Worth Asset Management's PIMCO Multi Sector Bond Active ETF position peaked at $1.93M in Q1 2026.
  • 121 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.