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Pimco shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $630k 24k 26.52

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust St Str Aggre Etf (SPAB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Mbs Etf (MBB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Series Trust St Inter Bd Etf (SPIB)
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Pimco

Bank of America Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
LPL Financial
Morgan Stanley
Envestnet Asset Management
Sequoia Financial Advisors
HighTower Advisors
Wells Fargo & Company
Raymond James Financial
AE Wealth Management
Pure Financial Advisors
Retirement Planning Group
Advance Capital Management
Goss Wealth Management

View all funds holding Pimco