Collaborative Wealth Managment Inc. - PIMCO CORPORATE & INCOME OPP ownership

PIMCO CORPORATE & INCOME OPP's ticker is PTY and the CUSIP is 72201B101. A total of 142 filers reported holding PIMCO CORPORATE & INCOME OPP in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of PIMCO CORPORATE & INCOME OPP
ValueSharesWeighting
Q3 2023$215,901
-16.7%
16,519
-10.8%
0.13%
-16.2%
Q2 2023$259,264
+12.1%
18,519
-0.1%
0.15%
+5.5%
Q1 2023$231,267
+6.7%
18,546
+2.7%
0.15%
+2.8%
Q4 2022$216,800
+8.4%
18,052
+6.2%
0.14%0.0%
Q3 2022$200,000
-5.7%
16,995
+0.1%
0.14%
+2.2%
Q2 2022$212,000
-36.7%
16,971
-16.3%
0.14%
-24.5%
Q4 2021$335,000
+13.2%
20,269
+5.1%
0.18%
+7.6%
Q1 2021$296,00019,2880.17%
Other shareholders
PIMCO CORPORATE & INCOME OPP shareholders Q1 2023
NameSharesValueWeighting ↓
PFG Investments, LLC 1,560,709$20,398,4653.83%
Evergreen Wealth Management, LLC 254,746$3,329,5262.63%
Accel Wealth Management 249,053$3,255,1281.81%
XML Financial, LLC 962,185$12,575,7571.51%
SYM FINANCIAL Corp 306,591$4,007,1440.71%
Cresta Advisors, Ltd. 63,571$830,8730.64%
Golden State Equity Partners 176,395$2,305,4800.64%
All Season Financial Advisors, Inc. 46,979$614,0190.62%
CAHILL FINANCIAL ADVISORS INC 241,085$3,150,9790.52%
Semus Wealth Partners LLC 39,120$511,2940.48%
View complete list of PIMCO CORPORATE & INCOME OPP shareholders