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Pimco Incm P mutual fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Pimco Incm P mutual fund (PONPX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Pimco Incm P mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Incm P mutual fund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Incm P mutual fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $190k 18k 10.79
2024-06-30 $218k 21k 10.48
2024-03-31 $229k 22k 10.60
2023-09-30 $216k 21k 10.19
2023-06-30 $220k 21k 10.41
2023-03-31 $219k 21k 10.45
2022-12-31 $182k 18k 10.35
2022-09-30 $225k 22k 10.29
2022-06-30 $230k 22k 10.60
2022-03-31 $440k 39k 11.32
2021-12-31 $461k 39k 11.95
2021-09-30 $462k 38k 12.02
2021-06-30 $461k 38k 12.09
2021-03-31 $599k 50k 12.04

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iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
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Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Pimco Incm P mutual fund

Encompass Wealth Advisors
Private Capital Advisors
Tucker Asset Management
Financial Gravity Wealth

View all funds holding Pimco Incm P mutual fund