AF
PFL

Advisornet Financial’s PIMCO Income Strategy Fund PFL Stock Holding History

Advisornet Financial’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-510
Closed -$4.08K – 2349
2026
Q1 		$4.08K Buy
510
+10
+2% +$83 ﹤0.01% 1779
2025
Q4 		$4.21K Buy
+500
New +$4.22K ﹤0.01% 1767

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Advisornet Financial's PFL Position: Q2 2026 in Review

Advisornet Financial sold out of PIMCO Income Strategy Fund (PFL) in Q2 2026, closing a stake of 510 shares — an estimated $4.08K sold.

Advisornet Financial first reported a position in PFL in Q4 2025 and held it in 2 quarters. The position peaked at $4.21K in Q4 2025. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Advisornet Financial reported no remaining PIMCO Income Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 510 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $4.08K.
  • Advisornet Financial first reported a position in PIMCO Income Strategy Fund in Q4 2025 and held it in 2 quarters.
  • Advisornet Financial's PIMCO Income Strategy Fund position peaked at $4.21K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.