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Pimco shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $263k 9.8k 26.68
2025-09-30 $272k 10k 26.84
2025-06-30 $278k 11k 26.54
2025-03-31 $277k 11k 26.35

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Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr High Yld Systm B (HYDB)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Aim Etf Products Trust Allianzim Us Equ (JANW)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Aim Etf Products Trust Allianzim Us Eqt (DECW)

View all positions for Outlook Wealth Advisors

Top funds holding Pimco

LPL Financial
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Envestnet Asset Management
Retirement Planning Group
Raymond James Financial
Goss Wealth Management
Advance Capital Management
Wells Fargo & Company
TruWealth Advisors
CWM
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco