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Pimco shares owned by Goldstein Advisors

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

Historical chart of Goldstein Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $254k 9.5k 26.68
2025-09-30 $226k 8.4k 26.84

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Victory Portfolios Ii Shares Free Cash (VFLO)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Nomura Etf Tr Focused Emerging (EMEQ)
Blackrock Etf Trust Ishares Us Thema (THRO)
Victory Portfolios Ii Core Intrmediate (UBND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
The Alger Etf Trust Ai Enablers Adop (ALAI)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Core Msci Total (IXUS)

View all positions for Goldstein Advisors

Top funds holding Pimco

LPL Financial
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Envestnet Asset Management
Retirement Planning Group
Raymond James Financial
Goss Wealth Management
Advance Capital Management
Wells Fargo & Company
CWM
TruWealth Advisors
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco