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Pimco Access Income Fund shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us 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 Rsm Us 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $993k 59k 16.91
2024-06-30 $782k 49k 15.87
2024-03-31 $508k 32k 15.73

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Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
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Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

Top funds holding Pimco Access Income Fund

SOL Capital Management
Wells Fargo & Company
Morgan Stanley
Cohen & Steers Capital Management
Thomas J. Herzfeld Advisors
Envestnet Asset Management
Bank of America Corporation
Element Wealth
Royal Bank of Canada
Berson & Corrado Investment Advisors
LPL Financial
Smith, Moore & Co.
Consolidated Portfolio Review Corp
Bramshill Investments
Rsm Us Wealth Management

View all funds holding Pimco Access Income Fund