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Pimco shares owned by Great Point Wealth Advisors

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

Historical chart of Great Point Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Great Point Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 58k 25.67
2023-09-30 $1.3M 54k 24.43

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American Centy Etf Tr Us Eqt Etf (AVUS)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Bright Horizons Fam Sol In D (BFAM)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Ser Tr Portfolio Short (SPSB)
Wisdomtree Tr Us Midcap Fund (EZM)

View all positions for Great Point Wealth Advisors

Top funds holding Pimco

Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
Pictet North America Advisors SA
HighTower Advisors
Wealth Alliance Advisory Group
EnRich Financial Partners
Sanchez Wealth Management Group
Bridgewealth Advisory Group
Beta Wealth
Precision Wealth Strategies
Wealth Enhancement Advisory Services
Aveo Capital Partners
Fortress Wealth Management
Astor Investment Management

View all funds holding Pimco