Moisand Fitzgerald Tamayo’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Moisand Fitzgerald Tamayo’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	$8.96K	Hold	745	–	–	﹤0.01%	379
2026 Q1	$8.98K	Hold	745	–	–	﹤0.01%	352
2025 Q4	$9.61K	Hold	745	–	–	﹤0.01%	351
2025 Q3	$10.8K	Hold	745	–	–	﹤0.01%	345
2025 Q2	$10.4K	Hold	745	–	–	﹤0.01%	343
2025 Q1	$10.8K	Hold	745	–	–	﹤0.01%	338
2024 Q4	$10.7K	Hold	745	–	–	﹤0.01%	336
2024 Q3	$10.7K	Hold	745	–	–	﹤0.01%	344
2024 Q2	$10.7K	Hold	745	–	–	﹤0.01%	307
2024 Q1	$11.1K	Hold	745	–	–	﹤0.01%	303
2023 Q4	$9.86K	Hold	745	–	–	﹤0.01%	337
2023 Q3	$9.74K	Hold	745	–	–	﹤0.01%	339
2023 Q2	$10.4K	Hold	745	–	–	﹤0.01%	316
2023 Q1	$9.29K	Hold	745	–	–	﹤0.01%	336
2022 Q4	$8.95K	Buy	+745	New	+$9.29K	﹤0.01%	332

Other funds holding PTY

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return