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icono de PFL

PIMCO Income Strategy Fund
PFL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Ameriprise
1
Ameriprise
Minnesota
USD 6.99 M +USD 640 k +81,424 +10%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 6.93 M -USD 589 k -74,960 -8%
Morgan Stanley
3
Morgan Stanley
New York
USD 4.69 M +USD 45.8 k +5,818 +1%
Independent Financial Group
4
Independent Financial Group
California
USD 4.13 M -USD 200 k -25,416 -5%
LPL Financial
5
LPL Financial
California
USD 3.41 M +USD 101 k +12,841 +3%
Hohimer Wealth Management
6
Hohimer Wealth Management
Washington
USD 3.08 M -USD 354 k -45,011 -10%
Invesco
7
Invesco
Georgia
USD 2.75 M +USD 135 k +17,228 +5%
GA
8
GraniteShares Advisors
New York
USD 2.64 M +USD 345 k +43,900 +15%
SFS
9
Shaker Financial Services
Virginia
USD 2.35 M +USD 1.98 M +251,849 +583%
Stifel Financial
10
Stifel Financial
Missouri
USD 2.22 M +USD 41.5 k +5,274 +2%
Centaurus Financial
11
Centaurus Financial
California
USD 2.02 M +USD 20.7 k +2,631 +1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
USD 2 M +USD 311 k +39,590 +18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 1.95 M +USD 90.3 k +11,484 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 1.77 M -USD 82.3 k -10,462 -4%
Bank of America
15
Bank of America
North Carolina
USD 1.61 M -USD 6.16 k -784 -0.4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
USD 1.42 M -USD 135 k -17,188 -9%
Lido Advisors
17
Lido Advisors
California
USD 1.35 M +USD 826 k +105,068 +558%
Pinnacle Financial Partners (Georgia)
18
Pinnacle Financial Partners (Georgia)
Georgia
USD 1.11 M -USD 5.15 k -655 -0.5%
Truist Financial
19
Truist Financial
North Carolina
USD 741 k +USD 12.3 k +1,568 +2%
Horizon Kinetics Asset Management
20
Horizon Kinetics Asset Management
New York
USD 735 k – – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 648 k -USD 47.9 k -6,094 -7%
NewEdge Advisors
22
NewEdge Advisors
Louisiana
USD 558 k -USD 70 k -8,897 -11%
Geneos Wealth Management
23
Geneos Wealth Management
Colorado
USD 518 k +USD 100 k +12,763 +24%
Raymond James Financial
24
Raymond James Financial
Florida
USD 490 k +USD 22.3 k +2,840 +5%
UBS Group
25
UBS Group
Switzerland
USD 475 k +USD 339 k +43,108 +252%
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