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Pimco Access Income Fund shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Pimco Access Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Access Income Fund by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $467k 29k 16.27
2025-06-30 $471k 31k 15.11
2025-03-31 $337k 21k 16.06

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Pimco Access Income Fund

Wells Fargo & Company
SOL Capital Management
UBS Group
Morgan Stanley
Royal Bank of Canada
Cohen & Steers Capital Management
Thomas J. Herzfeld Advisors
Envestnet Asset Management
Element Wealth
Consolidated Portfolio Review Corp
Rockefeller Capital Management
LPL Financial
Berson & Corrado Investment Advisors
Smith, Moore & Co.
Advisor Group Holdings

View all funds holding Pimco Access Income Fund