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World Investment Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

World Investment 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
Q1 		$383K Buy
31,792
+37
+0.1% +$471 0.01% 1128
2025
Q4 		$410K Buy
+31,755
New +$429K 0.01% 1022

Other funds holding PTY

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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

World Investment Advisors's PTY Position: Q1 2026 in Review

World Investment Advisors increased its PIMCO Corporate & Income Opportunity Fund (PTY) stake by 0.12% in Q1 2026, buying an estimated $471 and bringing the position to 31,792 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #1128.

World Investment Advisors first reported a position in PTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $410K in Q4 2025. 222 funds tracked by Wall St. Rank hold PTY as of Q1 2026.

  • World Investment Advisors held 31,792 shares of PIMCO Corporate & Income Opportunity Fund worth $383K as of Q1 2026.
  • World Investment Advisors bought 37 PIMCO Corporate & Income Opportunity Fund shares in Q1 2026, an estimated $471.
  • PIMCO Corporate & Income Opportunity Fund made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1128 holding.
  • World Investment Advisors first reported a position in PIMCO Corporate & Income Opportunity Fund in Q4 2025 and has held it in 2 quarters since.
  • World Investment Advisors's PIMCO Corporate & Income Opportunity Fund position peaked at $410K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.