Wisconsin Wealth Advisors »

Pimco shares owned by Wisconsin Wealth Advisors

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

Historical chart of Wisconsin Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco by Wisconsin Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 108k 26.68
2025-09-30 $1.9M 72k 26.84

More positions owned by Wisconsin Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FDL)
Broadcom (AVGO)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Wisconsin Wealth Advisors

Top funds holding Pimco

LPL Financial
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
AE Wealth Management
Retirement Planning Group
Advance Capital Management
Goss Wealth Management
CWM
TruWealth Advisors
Raymond James Financial
Krilogy Financial
UBS Group
Gr Financial Group
Advocacy Wealth Management Services

View all funds holding Pimco