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Pimco shares owned by Peterson Wealth Advisors

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

Historical chart of Peterson Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 39k 26.75
2025-06-30 $1.3M 48k 26.54
2025-03-31 $1.2M 48k 25.92

More positions owned by Peterson Wealth Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p400 (SPMD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr Series Trust Portfolio S&p600 (SPSM)
Global X Fds 1-3 Month T-bill (CLIP)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Peterson Wealth Advisors

Top funds holding Pimco

LPL Financial
Morgan Stanley
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
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