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PIMCO Corporate Opportunity Fund shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource 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 EverSource 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $96k 6.7k 14.39
2024-06-30 $96k 6.7k 14.30
2024-03-31 $32k 2.2k 14.30
2023-12-31 $29k 2.2k 13.24
2023-09-30 $29k 2.2k 13.07
2023-06-30 $31k 2.2k 14.00
2023-03-31 $27k 2.2k 12.47

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View all positions for EverSource Wealth Advisors

Top funds holding PIMCO Corporate Opportunity Fund

LPL Financial
XML Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Advisor Group Holdings
Envestnet Asset Management
Bank of America Corporation
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Axxcess Wealth Management
Proequities
Private Advisor
Accel Wealth Management
Wells Fargo & Company
Evergreen Wealth Management

View all funds holding PIMCO Corporate Opportunity Fund