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Pimco Access Income Fund shares owned by Iams Wealth Management

Quarter-by-quarter ownership of Pimco Access Income Fund (PAXS) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in Pimco Access Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Access Income Fund held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Access Income Fund by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $264k 17k 15.30
2025-09-30 $281k 17k 16.27

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr Series Trust State Street Spd (BIL)
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First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Amazon (AMZN)
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Meta Platforms Cl A (META)
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View all positions for Iams Wealth Management

Top funds holding Pimco Access Income Fund

Wells Fargo & Company
SOL Capital Management
UBS Group
Royal Bank of Canada
Cohen & Steers Capital Management
Thomas J. Herzfeld Advisors
Envestnet Asset Management
Element Wealth
LPL Financial
Rockefeller Capital Management
Berson & Corrado Investment Advisors
Noble Wealth Management PBC
Smith, Moore & Co.
HPM Partners
Advisor Group Holdings

View all funds holding Pimco Access Income Fund