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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
2024-03-31 $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)
Syntax Etf Tr Stratifd Lrg Cap (SSPY)
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)
Wisdomtree Tr Floatng Rat Trea (USFR)
Pimco Etf Tr Multisector Bd (PYLD)
Exchange Listed Fds Tr Saba Int Rate (CEFS)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Intl High Profit (DIHP)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Fortress Wealth Management

Top funds holding Pimco

Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
HighTower Advisors
Wealth Alliance Advisory Group
Sanchez Wealth Management Group
Bridgewealth Advisory Group
Beta Wealth
Wealth Enhancement Advisory Services
Aveo Capital Partners
Fortress Wealth Management
Cambridge Investment Research Advisors
Family Investment Center
Strata Wealth Advisors
First Heartland Consultants

View all funds holding Pimco