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PIMCO Corporate Opportunity Fund shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors investment in PIMCO Corporate Opportunity Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Corporate Opportunity Fund by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 121k 14.44
2025-06-30 $1.7M 121k 13.91
2025-03-31 $2.2M 151k 14.46
2024-12-31 $2.2M 151k 14.37
2024-09-30 $2.2M 151k 14.39

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for CliftonLarsonAllen Wealth Advisors

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