KWM
PTY icon

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
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 – 507
2019
Q1 		$225K Hold
12,857
– – 0.03% 408
2018
Q4 		$197K Buy
+12,857
New +$208K 0.04% 339

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