Integrys Wealth Advisors »

Pimco shares owned by Integrys Wealth Advisors

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

Historical chart of Integrys Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco by Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 88k 26.68
2025-06-30 $908k 34k 26.54
2025-03-31 $723k 27k 26.35

More positions owned by Integrys Wealth Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Abbvie (ABBV)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Abbott Laboratories (ABT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Integrys Wealth 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