Strategic Wealth Partners »

PIMCO Corporate Opportunity Fund shares owned by Strategic Wealth Partners

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

Historical chart of Strategic 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 Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 222k 14.39
2024-06-30 $3.1M 218k 14.31
2024-03-31 $3.2M 216k 14.87
2023-12-31 $2.6M 194k 13.24
2023-09-30 $2.5M 194k 13.07
2023-06-30 $2.7M 194k 14.00

More positions owned by Strategic Wealth Partners

Manager Directed Portfolios Swp Growth & Inc
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio Short (SPSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)

View all positions for Strategic 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