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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
2024-03-31 $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)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
United Security Bancshares (UBFO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Bridgewealth Advisory Group

Top funds holding Pimco

Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
HighTower Advisors
Wealth Alliance Advisory Group
Sanchez Wealth Management Group
Bridgewealth Advisory Group
Beta Wealth
Wealth Enhancement Advisory Services
Aveo Capital Partners
Fortress Wealth Management
Astor Investment Management
Cambridge Investment Research Advisors
Family Investment Center
Financial Futures Ltd Liability

View all funds holding Pimco