Atria Wealth Solutions’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Atria Wealth Solutions’s Portfolio PCN Stock Details PCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-53,058	Closed	-$729K	–	1782
2025 Q1	$729K	Buy	53,058 +379	+0.7%	+$5.15K	0.01%	1010
2024 Q4	$707K	Sell	52,679 -2,333	-4%	-$32.4K	0.01%	1070
2024 Q3	$785K	Buy	55,012 +12,571	+30%	+$170K	0.01%	1022
2024 Q2	$566K	Sell	42,441 -632	-1%	-$8.28K	0.01%	1183
2024 Q1	$607K	Buy	43,073 +6	+0%	+$80	0.01%	1166
2023 Q4	$539K	Buy	43,067 +137	+0.3%	+$1.64K	0.01%	1168
2023 Q3	$527K	Sell	42,930 -72,894	-63%	-$991K	0.01%	1106
2023 Q2	$1.53M	Buy	115,824 +4,415	+4%	+$56.4K	0.02%	670
2023 Q1	$1.41M	Buy	111,409 +2,850	+3%	+$37.2K	0.02%	676
2022 Q4	$1.3M	Buy	108,559 +31,621	+41%	+$389K	0.02%	649
2022 Q3	$919K	Buy	76,938 +40,613	+112%	+$543K	0.02%	739
2022 Q2	$463K	Sell	36,325 -11,076	-23%	-$159K	0.01%	1006
2022 Q1	$749K	Buy	+47,401	New	+$751K	0.01%	848

Other funds holding PCN

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RAM

Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return

Atria Wealth Solutions's PCN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q2 2025, closing a stake of 53,058 shares — an estimated $729K sold.

Atria Wealth Solutions first reported a position in PCN in Q1 2022 and held it in 13 quarters. The position peaked at $1.53M in Q2 2023. 106 funds tracked by Wall St. Rank hold PCN as of Q2 2025.

Atria Wealth Solutions reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 53,058 PIMCO Corporate & Income Strategy Fund shares in Q2 2025, an estimated $729K.
Atria Wealth Solutions first reported a position in PIMCO Corporate & Income Strategy Fund in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's PIMCO Corporate & Income Strategy Fund position peaked at $1.53M in Q2 2023.
106 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.