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

Kingsview 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
2026 Q2	$169K	Sell	14,029 -9,037	-39%	-$108K	﹤0.01%	1373
2026 Q1	$278K	Sell	23,066 -6,288	-21%	-$80K	﹤0.01%	1119
2025 Q4	$379K	Buy	29,354 +263	+0.9%	+$3.55K	0.01%	944
2025 Q3	$420K	Buy	29,091 +8,965	+45%	+$126K	0.01%	861
2025 Q2	$280K	Buy	20,126 +9,160	+84%	+$125K	﹤0.01%	969
2025 Q1	$159K	Buy	+10,966	New	+$160K	﹤0.01%	1049
2019 Q2	–	Sell	-12,857	Closed	-$225K	–	506
2019 Q1	$225K	Hold	12,857	–	–	0.03%	408
2018 Q4	$197K	Buy	+12,857	New	+$208K	0.04%	339

Other funds holding PTY

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

MTI

Merrithew & Thorsten Inc San Diego, California $117M AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kingsview Wealth Management's PTY Position: Q2 2026 in Review

Kingsview Wealth Management reduced its PIMCO Corporate & Income Opportunity Fund (PTY) stake by 39% in Q2 2026, selling an estimated $108K and leaving 14,029 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Kingsview Wealth Management first reported a position in PTY in Q4 2018 and has held it in 8 quarters since. The position peaked at $420K in Q3 2025. 222 funds tracked by Wall St. Rank hold PTY as of Q2 2026.

Kingsview Wealth Management held 14,029 shares of PIMCO Corporate & Income Opportunity Fund worth $169K as of Q2 2026.
Kingsview Wealth Management sold 9,037 PIMCO Corporate & Income Opportunity Fund shares in Q2 2026, an estimated $108K.
PIMCO Corporate & Income Opportunity Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1373 holding.
Kingsview Wealth Management first reported a position in PIMCO Corporate & Income Opportunity Fund in Q4 2018 and has held it in 8 quarters since.
Kingsview Wealth Management's PIMCO Corporate & Income Opportunity Fund position peaked at $420K in Q3 2025.
222 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.