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PIMCO Corporate Opportunity Fund shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth investment in PIMCO Corporate Opportunity Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Corporate Opportunity Fund by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $169k 12k 14.47
2024-06-30 $166k 12k 14.24
2024-03-31 $168k 12k 14.30
2023-12-31 $165k 12k 13.72
2023-09-30 $136k 11k 12.16

More positions owned by Instrumental Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Pacer Fds Tr Pacer Us Small (CALF)
Amplify Etf Tr Amplify Cybersec (HACK)
Ishares Tr Gl Clean Ene Etf (ICLN)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Instrumental Wealth

Top funds holding PIMCO Corporate Opportunity Fund

Morgan Stanley
LPL Financial
XML Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Cetera Investment Advisers
Advisor Group Holdings
PFG Investments
Envestnet Asset Management
Bank of America Corporation
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Axxcess Wealth Management
Proequities
Private Advisor

View all funds holding PIMCO Corporate Opportunity Fund