Activest Wealth Management
PAXS icon

Activest Wealth Management’s PIMCO Access Income Fund PAXS Stock Holding History

Activest Wealth Management’s Portfolio PAXS Stock Details PAXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,500
Closed -$36.4K – 1278
2026
Q2 		$36.4K Sell
2,500
-5,000
-67% -$71.8K 0.01% 325
2026
Q1 		$108K Hold
7,500
– – 0.02% 219
2025
Q4 		$115K Buy
+7,500
New +$119K 0.02% 207

Other funds holding PAXS

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Activest Wealth Management's PAXS Position: Q3 2026 in Review

Activest Wealth Management sold out of PIMCO Access Income Fund (PAXS) in Q3 2026, closing a stake of 2,500 shares — an estimated $36.4K sold.

Activest Wealth Management first reported a position in PAXS in Q4 2025 and held it in 3 quarters. The position peaked at $115K in Q4 2025. 17 funds tracked by Wall St. Rank hold PAXS as of Q3 2026.

  • Activest Wealth Management reported no remaining PIMCO Access Income Fund position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 2,500 PIMCO Access Income Fund shares in Q3 2026, an estimated $36.4K.
  • Activest Wealth Management first reported a position in PIMCO Access Income Fund in Q4 2025 and held it in 3 quarters.
  • Activest Wealth Management's PIMCO Access Income Fund position peaked at $115K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.