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PIMCO Corporate Opportunity Fund shares owned by Plotkin Financial Advisors

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

Historical chart of Plotkin Financial 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 Plotkin Financial 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 Plotkin Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 119k 14.39
2024-06-30 $1.6M 115k 14.31
2024-03-31 $1.7M 117k 14.87
2023-12-31 $1.6M 118k 13.24
2023-09-30 $1.5M 118k 13.07
2023-06-30 $1.7M 121k 14.00
2023-03-31 $978k 78k 12.47
2022-12-31 $919k 77k 12.01
2022-09-30 $917k 78k 11.75
2022-06-30 $933k 75k 12.51
2022-03-31 $1.1M 72k 15.35
2021-12-31 $1.3M 79k 16.54
2021-09-30 $1.7M 95k 18.29
2021-06-30 $1.9M 96k 19.79
2021-03-31 $2.4M 134k 18.27
2020-12-31 $2.9M 162k 17.85
2020-09-30 $2.2M 136k 16.13
2020-06-30 $2.8M 182k 15.51
2020-03-31 $1.4M 106k 12.91
2019-12-31 $542k 29k 19.00

More positions owned by Plotkin Financial Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
Invesco Qqq Trust Series I Etf (QQQ)
Vaneck Semiconductor Etf Etf (SMH)
Vanguard Dividend Appreciation Etf Etf (VIG)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Apple Stock (AAPL)
First Trust Capital Strength Etf Etf (FTCS)
First Trust Multi Cap Growth Alphadex Fund Etf (FAD)
Proshares Ultra S&p 500 Etf (SSO)
Spdr S&p 500 Etf Trust Etf (SPY)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
First Trust Dow Jones Internet Index Fund Etf (FDN)

View all positions for Plotkin Financial Advisors

Top funds holding PIMCO Corporate Opportunity Fund

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
Accel Wealth Management

View all funds holding PIMCO Corporate Opportunity Fund