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GHP Investment Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

GHP Investment 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
Q2 		$4.81K Sell
400
-2,250
-85% -$27K ﹤0.01% 902
2026
Q1 		$32K Buy
+2,650
New +$33.7K ﹤0.01% 621

Other funds holding PTY

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
MTI
Merrithew & Thorsten Inc San Diego, California $117M AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GHP Investment Advisors's PTY Position: Q2 2026 in Review

GHP Investment Advisors reduced its PIMCO Corporate & Income Opportunity Fund (PTY) stake by 85% in Q2 2026, selling an estimated $27K and leaving 400 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

GHP Investment Advisors first reported a position in PTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $32K in Q1 2026. 222 funds tracked by Wall St. Rank hold PTY as of Q2 2026.

  • GHP Investment Advisors held 400 shares of PIMCO Corporate & Income Opportunity Fund worth $4.81K as of Q2 2026.
  • GHP Investment Advisors sold 2,250 PIMCO Corporate & Income Opportunity Fund shares in Q2 2026, an estimated $27K.
  • PIMCO Corporate & Income Opportunity Fund made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #902 holding.
  • GHP Investment Advisors first reported a position in PIMCO Corporate & Income Opportunity Fund in Q1 2026 and has held it in 2 quarters since.
  • GHP Investment Advisors's PIMCO Corporate & Income Opportunity Fund position peaked at $32K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.