Physician Wealth Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Physician Wealth Advisors’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	$3.61K	Hold	300	–	–	﹤0.01%	1246
2026 Q1	$3.62K	Hold	300	–	–	﹤0.01%	1117
2025 Q4	$3.87K	Hold	300	–	–	﹤0.01%	1058
2025 Q3	$4.33K	Hold	300	–	–	﹤0.01%	960
2025 Q2	$4.17K	Buy	+300	New	+$4.09K	﹤0.01%	846

Other funds holding PTY

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

MTI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

Physician Wealth Advisors's PTY Position: Q2 2026 in Review

Physician Wealth Advisors held its PIMCO Corporate & Income Opportunity Fund (PTY) position steady in Q2 2026 at 300 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Physician Wealth Advisors first reported a position in PTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.33K in Q3 2025. 105 funds tracked by Wall St. Rank hold PTY as of Q2 2026.

Physician Wealth Advisors held 300 shares of PIMCO Corporate & Income Opportunity Fund worth $3.61K as of Q2 2026.
Physician Wealth Advisors left its PIMCO Corporate & Income Opportunity Fund share count unchanged in Q2 2026.
PIMCO Corporate & Income Opportunity Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1246 holding.
Physician Wealth Advisors first reported a position in PIMCO Corporate & Income Opportunity Fund in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's PIMCO Corporate & Income Opportunity Fund position peaked at $4.33K in Q3 2025.
105 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.