Elevation Wealth Partners
PTY icon

Elevation Wealth Partners’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Elevation Wealth Partners’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.2K Buy
+1,650
New +$19.2K 0.01% 716
2024
Q2 		– Sell
-1,436
Closed -$21.4K – 535
2024
Q1 		$21.4K Hold
1,436
– – 0.01% 291
2023
Q4 		$18.8K Buy
+1,436
New +$18.9K 0.01% 287

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Elevation Wealth Partners's PTY Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in PIMCO Corporate & Income Opportunity Fund (PTY) in Q3 2026: 1,650 shares worth $18.2K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in PTY as recently as Q1 2024.

Elevation Wealth Partners first reported a position in PTY in Q4 2023 and has held it in 3 quarters since. The position peaked at $21.4K in Q1 2024. 118 funds tracked by Wall St. Rank hold PTY as of Q3 2026.

  • Elevation Wealth Partners held 1,650 shares of PIMCO Corporate & Income Opportunity Fund worth $18.2K as of Q3 2026.
  • PIMCO Corporate & Income Opportunity Fund was a new Elevation Wealth Partners position in Q3 2026.
  • PIMCO Corporate & Income Opportunity Fund made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #716 holding.
  • Elevation Wealth Partners first reported a position in PIMCO Corporate & Income Opportunity Fund in Q4 2023 and has held it in 3 quarters since.
  • Elevation Wealth Partners's PIMCO Corporate & Income Opportunity Fund position peaked at $21.4K in Q1 2024.
  • 118 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.