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PIMCO Corporate Opportunity Fund shares owned by JFS Wealth Advisors

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

Historical chart of JFS 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 JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $30k 2.0k 14.87

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding PIMCO Corporate Opportunity Fund

Morgan Stanley
LPL Financial
XML Financial
Commonwealth Equity Services
Cetera Investment Advisers
Penserra Capital Management
PFG Investments
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Proequities
Private Advisor
Sym Financial Corporation
Accel Wealth Management

View all funds holding PIMCO Corporate Opportunity Fund