FFA
PTY icon

Farther Finance Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Farther Finance Advisors’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
Q1 		$239K Buy
19,576
+6,343
+48% +$80.7K ﹤0.01% 1899
2025
Q4 		$171K Buy
13,233
+4,763
+56% +$64.3K ﹤0.01% 2015
2025
Q3 		$122K Buy
8,470
+735
+10% +$10.3K ﹤0.01% 1907
2025
Q2 		$108K Buy
7,735
+1,859
+32% +$25.3K ﹤0.01% 1727
2025
Q1 		$85.2K Buy
5,876
+3,176
+118% +$46.2K ﹤0.01% 1625
2024
Q4 		$38.8K Hold
2,700
– – ﹤0.01% 1785
2024
Q3 		$38.9K Buy
+2,700
New +$38.6K ﹤0.01% 1779
2024
Q1 		– Sell
-1,575
Closed -$20.9K – 3714
2023
Q4 		$20.9K Buy
1,575
+527
+50% +$6.92K ﹤0.01% 1329
2023
Q3 		$13.7K Buy
+1,048
New +$14.8K ﹤0.01% 1195

Other funds holding PTY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
MTI
Merrithew & Thorsten Inc San Diego, California $106M AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return