AWS
PFL

Atria Wealth Solutions’s PIMCO Income Strategy Fund PFL Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-262,787
Closed -$2.26M – 1788
2025
Q1 		$2.26M Sell
262,787
-1,354
-0.5% -$11.5K 0.03% 587
2024
Q4 		$2.21M Buy
264,141
+10,694
+4% +$90.8K 0.02% 609
2024
Q3 		$2.17M Buy
253,447
+1,050
+0.4% +$8.72K 0.02% 601
2024
Q2 		$2.06M Buy
252,397
+7,693
+3% +$63.9K 0.02% 617
2024
Q1 		$2.08M Buy
244,704
+71,364
+41% +$604K 0.02% 625
2023
Q4 		$1.46M Buy
173,340
+29,860
+21% +$234K 0.02% 717
2023
Q3 		$1.1M Buy
143,480
+15,357
+12% +$123K 0.02% 768
2023
Q2 		$1.05M Buy
+128,123
New +$1.03M 0.01% 815
2023
Q1 		– Sell
-129,223
Closed -$1.05M – 1935
2022
Q4 		$1.05M Sell
129,223
-20,685
-14% -$171K 0.02% 724
2022
Q3 		$1.2M Buy
149,908
+18,685
+14% +$169K 0.02% 655
2022
Q2 		$1.18M Buy
+131,223
New +$1.23M 0.02% 632

Other funds holding PFL

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Atria Wealth Solutions sold out of PIMCO Income Strategy Fund (PFL) in Q2 2025, closing a stake of 262,787 shares — an estimated $2.26M sold.

Atria Wealth Solutions first reported a position in PFL in Q2 2022 and held it in 11 quarters. The position peaked at $2.26M in Q1 2025. 75 funds tracked by Wall St. Rank hold PFL as of Q2 2025.

  • Atria Wealth Solutions reported no remaining PIMCO Income Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 262,787 PIMCO Income Strategy Fund shares in Q2 2025, an estimated $2.26M.
  • Atria Wealth Solutions first reported a position in PIMCO Income Strategy Fund in Q2 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's PIMCO Income Strategy Fund position peaked at $2.26M in Q1 2025.
  • 75 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2025.

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