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Pimco shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $25M 960k 25.64

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Amazon (AMZN)
Lattice Strategies Tr Hartford Mlt Etf (RODM)

View all positions for WCG Wealth Advisors

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