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Pimco shares owned by Elevated Capital Advisors

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

Historical chart of Elevated Capital Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.9M 260k 26.65
2024-03-31 $450k 18k 25.76

More positions owned by Elevated Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Pimco Etf Tr Multisector Bd (PYLD)
Microsoft Corporation (MSFT)
Alps Etf Tr Rivrfrnt Str Inc (RIGS)
PIMCO Corporate Income Fund (PCN)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
First Tr Morningstar Divid L SHS (FDL)

View all positions for Elevated Capital Advisors

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