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Pimco shares owned by WJ Wealth Management

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

Historical chart of WJ Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 153k 26.68
2025-09-30 $4.5M 169k 26.88

More positions owned by WJ Wealth Management

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Tcw Etf Trust Flexible Income (FLXR)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Capital Group International SHS (CGIE)
Harbor Etf Trust Long Term Grower (WINN)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Global X Fds Defense Tech Etf (SHLD)
Tcw Etf Trust Transform System (PWRD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for WJ Wealth Management

Top funds holding Pimco

LPL Financial
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HighTower Advisors
AE Wealth Management
Envestnet Asset Management
Retirement Planning Group
Goss Wealth Management
Advance Capital Management
Wells Fargo & Company
CWM
TruWealth Advisors
Raymond James Financial
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco