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PIMCO Corporate Opportunity Fund shares owned by Elm3 Financial Group

Quarter-by-quarter ownership of PIMCO Corporate Opportunity Fund (PTY) shares owned by Elm3 Financial Group from 13F filings

Historical chart of Elm3 Financial Group investment in PIMCO Corporate Opportunity Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Corporate Opportunity Fund held by Elm3 Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Corporate Opportunity Fund by Elm3 Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 160k 12.06
2025-12-31 $2.1M 166k 12.90
2025-09-30 $2.0M 136k 14.44
2025-06-30 $1.6M 112k 13.91
2025-03-31 $1.4M 100k 14.46
2024-12-31 $1.2M 86k 14.37

More positions owned by Elm3 Financial Group

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Apple (AAPL)
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Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr High Yield Bd Et (SCYB)
Spdr Series Trust State Street Spd (SPHY)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Dynamic Income SHS (PDI)

View all positions for Elm3 Financial Group

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