Amplius Wealth Advisors’s PIMCO Income Strategy Fund II PFN Stock Holding History

Amplius Wealth Advisors’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	$78.4K	Hold	11,000	–	–	0.01%	211
2026 Q1	$75.8K	Hold	11,000	–	–	0.01%	175
2025 Q4	$82.5K	Hold	11,000	–	–	0.01%	175
2025 Q3	$83.5K	Hold	11,000	–	–	0.01%	172
2025 Q2	$81.3K	Hold	11,000	–	–	0.01%	200
2025 Q1	$82.9K	Hold	11,000	–	–	0.01%	183
2024 Q4	$82K	Hold	11,000	–	–	0.01%	177
2024 Q3	$83.8K	Hold	11,000	–	–	0.01%	174
2024 Q2	$78.9K	Hold	11,000	–	–	0.01%	167
2024 Q1	$82.1K	Hold	11,000	–	–	0.01%	177
2023 Q4	$79.5K	Hold	11,000	–	–	0.01%	171
2023 Q3	$72.5K	Hold	11,000	–	–	0.01%	161
2023 Q2	$79.3K	Hold	11,000	–	–	0.01%	164
2023 Q1	$78.9K	Hold	11,000	–	–	0.01%	162
2022 Q4	$77.8K	Hold	11,000	–	–	0.01%	160
2022 Q3	$76K	Buy	+11,000	New	+$85.4K	0.01%	157

Other funds holding PFN

SFS

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

KMWM

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

IFG

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

MCFP

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

SWM

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Amplius Wealth Advisors's PFN Position: Q2 2026 in Review

Amplius Wealth Advisors held its PIMCO Income Strategy Fund II (PFN) position steady in Q2 2026 at 11,000 shares worth $78.4K. The position accounts for 0.01% of the portfolio, ranked #211.

Amplius Wealth Advisors first reported a position in PFN in Q3 2022 and has held it in 16 quarters since. The position peaked at $83.8K in Q3 2024. 15 funds tracked by Wall St. Rank hold PFN as of Q2 2026.

Amplius Wealth Advisors held 11,000 shares of PIMCO Income Strategy Fund II worth $78.4K as of Q2 2026.
Amplius Wealth Advisors left its PIMCO Income Strategy Fund II share count unchanged in Q2 2026.
PIMCO Income Strategy Fund II made up 0.01% of Amplius Wealth Advisors's portfolio in Q2 2026, its #211 holding.
Amplius Wealth Advisors first reported a position in PIMCO Income Strategy Fund II in Q3 2022 and has held it in 16 quarters since.
Amplius Wealth Advisors's PIMCO Income Strategy Fund II position peaked at $83.8K in Q3 2024.
15 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund II as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.