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Pimco shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $256k 9.6k 26.68

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)
SPDR Gold MiniShares Trust Exchange Traded Fund (GLDM)
Vanguard Growth ETF Exchange Traded Fund (VUG)
State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)
State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)
State Street Materials Select Sector SPDR ETF Exchange Traded Fund (XLB)
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)
State Street Consumer Staples Select Sector SPDR ETF Exchange Traded Fund (XLP)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)
NVIDIA Corporation - Common Stock (NVDA)
Vanguard Value ETF Exchange Traded Fund (VTV)

View all positions for Peak Retirement Planning

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