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McAlister Sweet & Associates’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

McAlister Sweet & Associates’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 		$142K Buy
+11,812
New +$142K 0.08% 40

Other funds holding PTY

XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

McAlister Sweet & Associates's PTY Position: Q2 2026 in Review

McAlister Sweet & Associates opened a new position in PIMCO Corporate & Income Opportunity Fund (PTY) in Q2 2026: 11,812 shares worth $142K. The stake represents 0.08% of the portfolio and ranks #40 among its holdings.

89 funds tracked by Wall St. Rank hold PTY as of Q2 2026.

  • McAlister Sweet & Associates held 11,812 shares of PIMCO Corporate & Income Opportunity Fund worth $142K as of Q2 2026.
  • PIMCO Corporate & Income Opportunity Fund was a new McAlister Sweet & Associates position in Q2 2026.
  • PIMCO Corporate & Income Opportunity Fund made up 0.08% of McAlister Sweet & Associates's portfolio in Q2 2026, its #40 holding.
  • 89 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.