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Pimco shares owned by Wealth Alliance Advisory Group

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Wealth Alliance Advisory Group from 13F filings

Historical chart of Wealth Alliance Advisory Group investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Wealth Alliance Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 1.0M 26.84
2025-06-30 $27M 1.0M 26.54
2025-03-31 $27M 1.0M 26.35
2024-12-31 $19M 736k 25.92
2024-09-30 $19M 730k 26.65
2024-06-30 $18M 709k 25.64
2024-03-31 $18M 683k 25.76
2023-12-31 $16M 625k 25.67
2023-09-30 $14M 586k 24.43

More positions owned by Wealth Alliance Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)

View all positions for Wealth Alliance Advisory Group

Top funds holding Pimco

LPL Financial
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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