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Pimco shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management Services investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Advocacy Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $89M 3.3M 26.84
2025-06-30 $86M 3.2M 26.54
2025-03-31 $79M 3.0M 26.35
2024-12-31 $2.9M 111k 25.92
2024-09-30 $2.6M 98k 26.65

More positions owned by Advocacy Wealth Management Services

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Angel Oak Funds Trust Income Etf (CARY)

View all positions for Advocacy Wealth Management Services

Top funds holding Pimco

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Retirement Planning Group
AE Wealth Management
Goss Wealth Management
TruWealth Advisors
Raymond James Financial
Advance Capital Management
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
CWM

View all funds holding Pimco