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PIMCO Corporate Opportunity Fund shares owned by Beta Wealth

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

Historical chart of Beta Wealth investment in PIMCO Corporate Opportunity Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Corporate Opportunity Fund by Beta Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 177k 12.06

More positions owned by Beta Wealth

Pimco Etf Tr Multisector Bd (PYLD)
Gmo Etf Trust Gmo Intl Quality (QLTI)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
Ishares Em Mkts Div Etf (DVYE)
Advisors Inner Circle Lsv Disciplined (LSVD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Goldman Sachs Etf Tr Msci World Priv (GTPE)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Harbor Etf Trust Harbor Commodity (HGER)
J P Morgan Exchange Traded F Realty Income Et (JPRE)

View all positions for Beta Wealth

Top funds holding PIMCO Corporate Opportunity Fund

LPL Financial
Northwestern Mutual Wealth Management Company
Morgan Stanley
Wells Fargo & Company
XML Financial
Merrithew & Thorsten
Invesco
Cetera Investment Advisers
Envestnet Asset Management
Advisor Group Holdings
Logan Stone Capital
Private Advisor
PFG Investments
Guggenheim Capital, LLC Managers
Royal Bank of Canada

View all funds holding PIMCO Corporate Opportunity Fund