Plotkin Financial Advisors, LLC

Position in PTY — Pimco Corporate & Income Opportunity Fund

CIK 1826394 CHEVY CHASE, MD

Position in PTY

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,585,130

-$54,485 QoQ

Shares Held

131,437

+3.4% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

2.92%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Plotkin Financial Advisors, LLC holds $2,161,995 across 3 Asset Management names. PTY ranks #1 (73.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PTY	Pimco Corporate & Income Opportunity Fund This page	131,437	$1,585,130
2	BX	Blackstone Inc.	3,779	$434,547
3	KIO	KKR Income Opportunities Fund	12,938	$142,318

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,585,130	131,437	+3.4%	Shares	Sole	2026-05-11
2025-12-31	$1,639,615	127,102	+1.7%	Shares	Sole	2026-02-19
2025-09-30	$1,805,259	125,018	-1.3%	Shares	Sole	2025-11-14
2025-06-30	$1,762,188	126,685	+3.3%	Shares	Sole	2025-08-11
2025-03-31	$1,773,012	122,615	+2.9%	Shares	Sole	2025-05-15
2024-12-31	$1,712,774	119,191	+0.4%	Shares	Sole	2025-03-06
2024-09-30	$1,707,992	118,693	+3.4%	Shares	Sole	2024-11-14
2024-06-30	$1,642,101	114,752	-1.7%	Shares	Sole	2024-11-15
2024-03-31	$1,736,459	116,776	-0.7%	Shares	Sole	2024-11-15
2023-12-31	$1,556,997	117,598	-0.5%	Shares	Sole	2024-11-15
2023-09-30	$1,544,887	118,201	-2.3%	Shares	Sole	2024-11-15
2023-06-30	$1,693,132	120,938	+54.2%	Shares	Sole	2024-11-15
2023-03-31	$978,159	78,441	+2.5%	Shares	Sole	2024-11-15
2022-12-31	$919,077	76,526	-1.9%	Shares	Sole	2024-11-15
2022-09-30	$916,735	78,020	+4.6%	Shares	Sole	2024-11-15
2022-06-30	$933,120	74,590	+3.1%	Shares	Sole	2024-11-15
2022-03-31	$1,110,572	72,350	-7.9%	Shares	Sole	2024-11-15
2021-12-31	$1,298,952	78,534	-17.6%	Shares	Sole	2024-11-15
2021-09-30	$1,743,219	95,310	-0.4%	Shares	Sole	2024-11-15
2021-06-30	$1,893,210	95,665	-28.3%	Shares	Sole	2024-11-15
2021-03-31	$2,438,752	133,484	-17.6%	Shares	Sole	2024-11-15
2020-12-31	$2,891,218	161,973	+18.9%	Shares	Sole	2024-11-15
2020-09-30	$2,196,744	136,190	-25.2%	Shares	Sole	2024-11-15
2020-06-30	$2,822,153	181,957	+72.4%	Shares	Sole	2024-11-15
2020-03-31	$1,362,766	105,559	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.