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Pimco shares owned by Centerpoint Advisory Group

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

Historical chart of Centerpoint Advisory Group investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Centerpoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 143k 26.84
2025-06-30 $2.4M 89k 26.54
2025-03-31 $2.1M 81k 26.35
2024-12-31 $2.1M 79k 25.92

More positions owned by Centerpoint Advisory Group

NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
T Rowe Price Etf Cap Appreciation (TCAF)
Etf Ser Solutions Distillate Us (DSTL)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Centerpoint Advisory Group

Top funds holding Pimco

LPL Financial
Morgan Stanley
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
Retirement Planning Group
AE Wealth Management
Goss Wealth Management
TruWealth Advisors
Raymond James Financial
Advance Capital Management
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
CWM

View all funds holding Pimco