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PIMCO Corporate Opportunity Fund shares owned by Iams Wealth Management

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

Historical chart of Iams 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 Iams 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 22k 14.44
2025-06-30 $308k 22k 13.91
2025-03-31 $318k 22k 14.46
2024-12-31 $316k 22k 14.37
2024-09-30 $317k 22k 14.39
2024-06-30 $315k 22k 14.31

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Spdr Series Trust Bloomberg 1-3 Mo (BIL)
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Apple (AAPL)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Growth Strength (FTGS)
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United Parcel Service CL B (UPS)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Core Investment (FTCB)
Procter & Gamble Company (PG)

View all positions for Iams Wealth Management

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