AWG
PFL

Altus Wealth Group’s PIMCO Income Strategy Fund PFL Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-1,500
Closed -$17K – 610
2020
Q4 		$17K Buy
+1,500
New +$16K 0.02% 408

Other funds holding PFL

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Altus Wealth Group's PFL Position: Q1 2021 in Review

Altus Wealth Group sold out of PIMCO Income Strategy Fund (PFL) in Q1 2021, closing a stake of 1,500 shares — an estimated $17K sold.

Altus Wealth Group first reported a position in PFL in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 53 funds tracked by Wall St. Rank hold PFL as of Q1 2021.

  • Altus Wealth Group reported no remaining PIMCO Income Strategy Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,500 PIMCO Income Strategy Fund shares in Q1 2021, an estimated $17K.
  • Altus Wealth Group first reported a position in PIMCO Income Strategy Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's PIMCO Income Strategy Fund position peaked at $17K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.