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Pimco shares owned by Fortress Wealth Management

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

Historical chart of Fortress Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Fortress Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 496k 26.65
2024-06-30 $8.7M 341k 25.64
2024-03-31 $8.8M 342k 25.76
2023-12-31 $7.9M 309k 25.67

More positions owned by Fortress Wealth Management

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Internatnal Val (DFIV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Intl High Profit (DIHP)
Exchange Listed Fds Tr Saba Int Rate (CEFS)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Wisdomtree Tr Floatng Rat Trea (USFR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Entrepreneurshares Series Tr Ershares Private
Pacer Fds Tr Metaurus Cap 400 (QDPL)
S&p Global (SPGI)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)

View all positions for Fortress Wealth Management

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Family Investment Center
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
WCG Wealth Advisors
Falcon Wealth Planning
TCG Advisory Services
Cardinal Point Capital Management, ULC
Kelman-Lazarov
Wealth Alliance Advisory Group

View all funds holding Pimco