Essential Investment Partners LLC’s PIMCO Income Strategy Fund II PFN Stock Holding History

Essential Investment Partners LLC’s Portfolio PFN Stock Details PFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.56K	Hold	500	–	–	﹤0.01%	233
2026 Q1	$3.44K	Hold	500	–	–	﹤0.01%	231
2025 Q4	$3.75K	Buy	+500	New	+$3.73K	﹤0.01%	220

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Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return