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PIMCO Corporate Opportunity Fund shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of PIMCO Corporate Opportunity Fund (PTY) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in PIMCO Corporate Opportunity Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Corporate Opportunity Fund held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Corporate Opportunity Fund by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 474k 14.44
2025-06-30 $6.4M 460k 13.91
2025-03-31 $6.5M 450k 14.46
2024-12-31 $6.4M 445k 14.37
2024-09-30 $6.1M 427k 14.39
2024-06-30 $7.2M 506k 14.31

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding PIMCO Corporate Opportunity Fund

LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
XML Financial
Invesco
Cetera Investment Advisers
Raymond James Financial
Advisor Group Holdings
Envestnet Asset Management
Private Advisor
Commonwealth Equity Services
PFG Investments
Steward Partners Investment Advisory
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding PIMCO Corporate Opportunity Fund