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PIMCO Corporate Opportunity Fund shares owned by Burns Wealth Management

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

Historical chart of Burns 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 Burns 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 83k 13.07
2023-06-30 $1.2M 84k 14.00
2023-03-31 $1.1M 88k 12.47
2022-12-31 $1.1M 90k 12.01
2022-09-30 $590k 50k 11.75
2022-06-30 $144k 12k 12.50
2013-03-31 $121k 5.5k 21.90

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
UnitedHealth (UNH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Activision Blizzard
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)

View all positions for Burns Wealth Management

Top funds holding PIMCO Corporate Opportunity Fund

Commonwealth Equity Services
Penserra Capital Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Proequities
Cambridge Investment Research Advisors
Private Advisor
Sym Financial Corporation
Nelson, Van Denburg & Campbell Wealth Management
Evergreen Wealth Management
Accel Wealth Management
Royal Bank of Canada
Bank of America Corporation
Dynamic Advisors Solutions
Golden State Equity Partners

View all funds holding PIMCO Corporate Opportunity Fund