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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
Q2 		– Sell
-31,792
Closed -$383K – 1584
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
MTI
Merrithew & Thorsten Inc San Diego, California $117M AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

World Investment Advisors's PTY Position: Q2 2026 in Review

World Investment Advisors sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q2 2026, closing a stake of 31,792 shares — an estimated $383K sold.

World Investment Advisors first reported a position in PTY in Q4 2025 and held it in 2 quarters. The position peaked at $410K in Q4 2025. 222 funds tracked by Wall St. Rank hold PTY as of Q2 2026.

  • World Investment Advisors reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
  • World Investment Advisors sold 31,792 PIMCO Corporate & Income Opportunity Fund shares in Q2 2026, an estimated $383K.
  • World Investment Advisors first reported a position in PIMCO Corporate & Income Opportunity Fund in Q4 2025 and held it in 2 quarters.
  • 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 Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.