XY Planning Network
PYLD icon

XY Planning Network’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

XY Planning Network’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
Q3 		$983K Buy
38,733
+9,734
+34% +$254K 0.11% 157
2026
Q2 		$769K Hold
28,999
– – 0.1% 166
2026
Q1 		$759K Buy
+28,999
New +$773K 0.12% 153

Other funds holding PYLD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

XY Planning Network's PYLD Position: Q3 2026 in Review

XY Planning Network increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 34% in Q3 2026, buying an estimated $254K and bringing the position to 38,733 shares worth $983K. The position accounts for 0.11% of the portfolio, ranked #157.

XY Planning Network first reported a position in PYLD in Q1 2026 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • XY Planning Network held 38,733 shares of PIMCO Multi Sector Bond Active ETF worth $983K as of Q3 2026.
  • XY Planning Network bought 9,734 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $254K.
  • PIMCO Multi Sector Bond Active ETF made up 0.11% of XY Planning Network's portfolio in Q3 2026, its #157 holding.
  • XY Planning Network first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.