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Pimco shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 392k 25.76
2023-12-31 $5.1M 200k 25.67
2023-09-30 $506k 21k 24.43

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Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Pimco

HighTower Advisors
Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
Pictet North America Advisors SA
First Heartland Consultants
Wealth Alliance Advisory Group
EnRich Financial Partners
Sanchez Wealth Management Group
Bridgewealth Advisory Group
Aveo Capital Partners
Beta Wealth
Precision Wealth Strategies
Wealth Enhancement Advisory Services
Fortress Wealth Management

View all funds holding Pimco