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Pimco shares owned by Krilogy Financial

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

Historical chart of Krilogy Financial investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Krilogy Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $27M 1.1M 25.76
2023-12-31 $23M 893k 25.67
2023-09-30 $1.9M 77k 24.43

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Ishares Tr Ibonds Dec 2032 (IBTM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Select Sector Spdr Tr Technology (XLK)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
NVIDIA Corporation (NVDA)

View all positions for Krilogy Financial

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