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Pimco shares owned by Wealth Enhancement Trust Services

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

Historical chart of Wealth Enhancement Trust Services investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Wealth Enhancement Trust Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $249k 9.3k 26.68

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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Trust Services

Top funds holding Pimco

LPL Financial
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CWM
TruWealth Advisors
Raymond James Financial
Krilogy Financial
UBS Group
Gr Financial Group
Advocacy Wealth Management Services

View all funds holding Pimco