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Pimco shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 642k 26.65
2024-06-30 $14M 562k 25.64
2024-03-31 $14M 524k 25.76
2023-12-31 $7.5M 292k 25.67
2023-09-30 $760k 31k 24.43

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
United Security Bancshares (UBFO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Ultra Short Govt (BILZ)

View all positions for Bridgewealth Advisory Group

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
AE Wealth Management
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
Family Investment Center
Wells Fargo & Company
Berger Financial Group
Falcon Wealth Planning
WCG Wealth Advisors
TCG Advisory Services
Cardinal Point Capital Management, ULC

View all funds holding Pimco