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PIMCO Corporate Opportunity Fund shares owned by Madison Wealth Partners

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

Historical chart of Madison Wealth Partners investment in PIMCO Corporate Opportunity Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Corporate Opportunity Fund by Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $609k 42k 14.39
2024-06-30 $592k 41k 14.31
2024-03-31 $560k 38k 14.87
2023-12-31 $496k 38k 13.24

More positions owned by Madison Wealth Partners

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Madison Wealth Partners

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