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Pimco shares owned by Impact Partnership Wealth

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

Historical chart of Impact Partnership Wealth investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 50k 26.68
2025-09-30 $1.2M 46k 26.84
2025-06-30 $567k 21k 26.54

More positions owned by Impact Partnership Wealth

Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust State Street Spd (SPMD)
Spdr Series Trust State Street Spd (SPTS)
Vanguard Index Fds Value Etf (VTV)
Ssga Active Tr St Str Short Dur
Spdr Series Trust State Street Spd (SPTI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPSM)
Apple (AAPL)

View all positions for Impact Partnership Wealth

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