JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

PTY holding history

PIMCO Corporate & Income Opportunity Fund in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PTY overview All 13F holders of PTY Full Q2 2026 holdings

Shares (Q2 2026): 226
Value: $2.75K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2024

Holdings of PTY by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	226	$2.75K	<0.1%	+226	New	Holders
Q2 2024	0	$0	0.0%	−2,026−100.0%	Sold out	Holders
Q1 2024	2,026	$30.1K	<0.1%	+2,026	New	Holders