Accelerate Investment Advisors LLC
Position in PTY — Pimco Corporate & Income Opportunity Fund
CIK 2035216
Aliso Viejo, CA
Position in PTY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$494,805
-$41,286 QoQ
Shares Held
41,131
-7.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#98
of 223 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in PTY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Accelerate Investment Advisors LLC holds $494,805 across 1 Asset Management name. PTY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTY |
Pimco Corporate & Income Opportunity Fund
This page
|
41,131 | $494,805 |
All Filings in PTY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,805 | 41,131 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $536,091 | 44,452 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $369,585 | 28,650 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $736,136 | 50,979 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $535,437 | 38,493 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $375,049 | 25,937 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $208,594 | 14,516 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $197,387 | 13,717 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||