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PIMCO Corporate Opportunity Fund shares owned by Taylor & Morgan Wealth Management

Quarter-by-quarter ownership of PIMCO Corporate Opportunity Fund (PTY) shares owned by Taylor & Morgan Wealth Management from 13F filings

Historical chart of Taylor & Morgan Wealth Management investment in PIMCO Corporate Opportunity Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Corporate Opportunity Fund held by Taylor & Morgan Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Corporate Opportunity Fund by Taylor & Morgan Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $325k 23k 14.44
2025-06-30 $305k 22k 13.91
2025-03-31 $310k 21k 14.46
2024-12-31 $301k 21k 14.37

More positions owned by Taylor & Morgan Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Taylor & Morgan Wealth Management

Top funds holding PIMCO Corporate Opportunity Fund

LPL Financial
Morgan Stanley
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
Steward Partners Investment Advisory
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding PIMCO Corporate Opportunity Fund