Institute for Wealth Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Institute for Wealth Management’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
2025 Q3	$240K	Buy
2025 Q2	$209K	Buy
2025 Q1	$199K	Buy
2024 Q4	$185K	Buy
2024 Q3	$159K	Buy