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Pimco shares owned by Ellenbecker Investment Group

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

Historical chart of Ellenbecker Investment Group investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Ellenbecker Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $40M 1.5M 26.84
2025-06-30 $36M 1.3M 26.54
2025-03-31 $32M 1.2M 26.35
2024-12-31 $16M 619k 25.92

More positions owned by Ellenbecker Investment Group

Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Etf (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Dev Mkt Etf (VEA)
Pimco Multisector Bd Active Etf (PYLD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust S&p 400 Mid Cap Etf (SPMD)
Ishares Tr Aggres Alloc Etf (AOA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust S&p 500 Etf (SPY)
Ishares Tr Grwt Allocat Etf (AOR)
Microsoft Corporation (MSFT)

View all positions for Ellenbecker Investment Group

Top funds holding Pimco

LPL Financial
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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