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PIMCO Corporate Opportunity Fund shares owned by Instrumental Wealth

Quarter-by-quarter ownership of PIMCO Corporate Opportunity Fund (PTY) shares owned by Instrumental Wealth from 13F filings

Historical chart of Instrumental Wealth investment in PIMCO Corporate Opportunity Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Corporate Opportunity Fund held by Instrumental Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Corporate Opportunity Fund by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $168k 12k 14.30
2023-12-31 $165k 12k 13.72
2023-09-30 $136k 11k 12.16

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View all positions for Instrumental Wealth

Top funds holding PIMCO Corporate Opportunity Fund

Morgan Stanley
LPL Financial
XML Financial
Commonwealth Equity Services
Cetera Investment Advisers
Penserra Capital Management
PFG Investments
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Proequities
Private Advisor
Sym Financial Corporation
Accel Wealth Management

View all funds holding PIMCO Corporate Opportunity Fund