AWM
PAXS

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
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 16.47% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Activest Wealth Management's PAXS Position: Q2 2026 in Review

Activest Wealth Management reduced its PIMCO Access Income Fund (PAXS) stake by 67% in Q2 2026, selling an estimated $71.8K and leaving 2,500 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #325.

Activest Wealth Management first reported a position in PAXS in Q4 2025 and has held it in 3 quarters since. The position peaked at $115K in Q4 2025. 9 funds tracked by Wall St. Rank hold PAXS as of Q2 2026.

  • Activest Wealth Management held 2,500 shares of PIMCO Access Income Fund worth $36.4K as of Q2 2026.
  • Activest Wealth Management sold 5,000 PIMCO Access Income Fund shares in Q2 2026, an estimated $71.8K.
  • PIMCO Access Income Fund made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Activest Wealth Management first reported a position in PIMCO Access Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's PIMCO Access Income Fund position peaked at $115K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.