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Pimco shares owned by Beta Wealth

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Beta Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 486k 25.67

More positions owned by Beta Wealth

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Microsoft Corporation (MSFT)
Blackstone Group Inc Com Cl A (BX)
Amazon (AMZN)
Walt Disney Company (DIS)
Apple (AAPL)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Vaneck Etf Trust Agribusiness Etf (MOO)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Dynamic Income SHS (PDI)

View all positions for Beta Wealth

Top funds holding Pimco

Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
HighTower Advisors
Wealth Alliance Advisory Group
Sanchez Wealth Management Group
Bridgewealth Advisory Group
Beta Wealth
Wealth Enhancement Advisory Services
Aveo Capital Partners
Fortress Wealth Management
Cambridge Investment Research Advisors
Family Investment Center
Strata Wealth Advisors
First Heartland Consultants

View all funds holding Pimco