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Pimco shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 80k 26.68
2025-09-30 $283k 11k 26.83
2025-06-30 $277k 11k 26.50
2025-03-31 $320k 12k 26.35

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Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Arete Wealth Advisors

Top funds holding Pimco

LPL Financial
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Envestnet Asset Management
Retirement Planning Group
Raymond James Financial
Goss Wealth Management
Advance Capital Management
Wells Fargo & Company
CWM
TruWealth Advisors
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco