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PCM Fund shares owned by Estate Planners Group

Quarter-by-quarter ownership of PCM Fund (PCM) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in PCM Fund

Tip: Access up to 7 years of quarterly data

All positions including PCM Fund held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PCM Fund by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $21k 3.5k 6.14

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding PCM Fund

LPL Financial
Rivernorth Capital Management
Guggenheim Capital, LLC Managers
Goss Wealth Management
Landscape Capital Management
Concord Investment Counsel
Sovran Advisors
Logan Stone Capital
Kestra Advisory Services
Advisor Group Holdings
UMA Financial Services
Cambridge Investment Research Advisors
Horizon Kinetics Asset Management
Susquehanna International
Raymond James Financial

View all funds holding PCM Fund