PTY PIMCO CORPORATE & INCOME OPP

Ownership history in Avestar Capital, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Avestar Capital, LLC reported a position in PIMCO CORPORATE & INCOME OPP (PTY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2024 Q2)
Avg. % of fund
0.06%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 23,000 0% 0.02% $335K $13.68
2025 Q2 UNCHANGED 23,000 0% 0.02% $323K $12.85
2025 Q1 UNCHANGED 23,000 0% 0.03% $335K $13.00
2024 Q4 UNCHANGED 23,000 0% 0.03% $331K $12.61
2024 Q3 REDUCED 23,000 -88,000 -79.3% 0.03% $331K $12.32
2024 Q2 ADDED 111,000 +15,700 +16.5% 0.16% $1.6M $11.95
2024 Q1 ADDED 95,300 +38,000 +66.3% 0.15% $1.4M $12.12
2023 Q4 ADDED 57,300 +30,120 +110.8% 0.09% $764K $10.52
2023 Q3 UNCHANGED 27,180 0% 0.05% $358K $10.10
2023 Q2 UNCHANGED 27,180 0% 0.06% $384K $10.56
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PTY price (monthly, adj. close)
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