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PIMCO Corporate Opportunity Fund shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in PIMCO Corporate Opportunity Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Corporate Opportunity Fund by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 108k 14.44
2025-06-30 $1.8M 127k 13.91
2025-03-31 $1.4M 95k 14.46
2024-12-31 $363k 25k 14.37

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding PIMCO Corporate Opportunity Fund

LPL Financial
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
Wells Fargo & Company
Steward Partners Investment Advisory
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding PIMCO Corporate Opportunity Fund