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Pimco shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $48M 1.9M 25.64

More positions owned by Retirement Planning Group

Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Msci Intl Qualty (IQLT)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ea Series Trust Freedom 100 Em (FRDM)
Pimco Etf Tr Multisector Bd (PYLD)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Retirement Planning Group

Top funds holding Pimco

Sequoia Financial Advisors
HighTower Advisors
Retirement Planning Group
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
WCG Wealth Advisors
Berger Financial Group
TCG Advisory Services
Kelman-Lazarov
First Heartland Consultants
Wealth Alliance Advisory Group
EnRich Financial Partners

View all funds holding Pimco