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Pimco shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $259k 9.9k 26.20
2024-12-31 $95k 3.7k 25.92

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Wal-Mart Stores (WMT)
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First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
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Ishares Tr Europe Etf (IEV)
Ishares Msci Emrg Chn (EMXC)
Global X Fds Data Ctr & Digit (DTCR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
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Wedbush Ser Tr Dan Ives Wedbush (IVES)
Spdr Series Trust State Street Spd (BILS)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Tyson Foods Cl A (TSN)

View all positions for New Wave Wealth Advisors

Top funds holding Pimco

Bank of America Corporation
Morgan Stanley
LPL Financial
Envestnet Asset Management
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Advance Capital Management
Wells Fargo & Company
Retirement Planning Group
Goss Wealth Management
Raymond James Financial
UBS Group
United Capital Financial Advisers
TruWealth Advisors

View all funds holding Pimco