DHJJ Financial Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2
Closed -$29 1043
2025
Q3
$29 Hold
2
﹤0.01% 995
2025
Q2
$28 Buy
+2
New +$27 ﹤0.01% 966

Other funds holding PTY

DHJJ Financial Advisors's PTY Position: Q4 2025 in Review

DHJJ Financial Advisors sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q4 2025, closing a stake of 2 shares — an estimated $29 sold.

DHJJ Financial Advisors first reported a position in PTY in Q2 2025 and held it in 2 quarters. The position peaked at $29 in Q3 2025. 217 funds tracked by Wall St. Rank hold PTY as of Q4 2025.

  • DHJJ Financial Advisors reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q4 2025 after selling out during the quarter.
  • DHJJ Financial Advisors sold 2 PIMCO Corporate & Income Opportunity Fund shares in Q4 2025, an estimated $29.
  • DHJJ Financial Advisors first reported a position in PIMCO Corporate & Income Opportunity Fund in Q2 2025 and held it in 2 quarters.
  • DHJJ Financial Advisors's PIMCO Corporate & Income Opportunity Fund position peaked at $29 in Q3 2025.
  • 217 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q4 2025.

Based on DHJJ Financial Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.