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Pimco shares owned by Opal Wealth Advisors

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

Historical chart of Opal Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 13k 26.68
2025-06-30 $127k 4.8k 26.54
2025-03-31 $132k 5.0k 26.35
2024-06-30 $8.8k 343 25.64

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Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr State Street Ind (XLI)
Nuveen Churchill Direct Lend Com Shs (NCDL)
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Spdr Index Shs Fds Msci Acwi Exus (CWI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Opal 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