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

Garton & Associates Financial 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 		– Sell
-3,256
Closed -$42K – 557
2025
Q4 		$42K Buy
+3,256
New +$44K 0.02% 414

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Garton & Associates Financial Advisors's PTY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q1 2026, closing a stake of 3,256 shares — an estimated $42K sold.

Garton & Associates Financial Advisors first reported a position in PTY in Q4 2025 and held it in 1 quarter. The position peaked at $42K in Q4 2025. 222 funds tracked by Wall St. Rank hold PTY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,256 PIMCO Corporate & Income Opportunity Fund shares in Q1 2026, an estimated $42K.
  • Garton & Associates Financial Advisors first reported a position in PIMCO Corporate & Income Opportunity Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's PIMCO Corporate & Income Opportunity Fund position peaked at $42K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.