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Planning Strategies Inc.’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Planning Strategies Inc.’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 		$369K Buy
+13,911
New +$367K 0.23% 49

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

Planning Strategies Inc.'s PYLD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026: 13,911 shares worth $369K. The stake represents 0.23% of the portfolio and ranks #49 among its holdings.

295 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Planning Strategies Inc. held 13,911 shares of PIMCO Multi Sector Bond Active ETF worth $369K as of Q2 2026.
  • PIMCO Multi Sector Bond Active ETF was a new Planning Strategies Inc. position in Q2 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.23% of Planning Strategies Inc.'s portfolio in Q2 2026, its #49 holding.
  • 295 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.