AWS
PHK

Atria Wealth Solutions’s PIMCO High Income Fund PHK Stock Holding History

Atria Wealth Solutions’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$418K Buy
86,126
+4,631
+6% +$21.9K 0.01% 1000
2025
Q1 		$402K Buy
81,495
+444
+0.5% +$2.18K ﹤0.01% 1308
2024
Q4 		$396K Sell
81,051
-2,773
-3% -$13.9K ﹤0.01% 1392
2024
Q3 		$423K Buy
83,824
+1,334
+2% +$6.47K ﹤0.01% 1319
2024
Q2 		$401K Buy
82,490
+1,090
+1% +$5.25K ﹤0.01% 1343
2024
Q1 		$405K Sell
81,400
-2,424
-3% -$11.9K ﹤0.01% 1360
2023
Q4 		$420K Buy
83,824
+15,268
+22% +$69.3K 0.01% 1302
2023
Q3 		$305K Buy
68,556
+10,786
+19% +$52.7K ﹤0.01% 1409
2023
Q2 		$291K Sell
57,770
-3,337
-5% -$15.9K ﹤0.01% 1464
2023
Q1 		$294K Buy
61,107
+8,556
+16% +$42.9K ﹤0.01% 1435
2022
Q4 		$250K Buy
52,551
+2,598
+5% +$12.5K ﹤0.01% 1465
2022
Q3 		$234K Buy
49,953
+5,956
+14% +$30.4K ﹤0.01% 1462
2022
Q2 		$228K Sell
43,997
-30,533
-41% -$170K ﹤0.01% 1371
2022
Q1 		$433K Buy
+74,530
New +$440K 0.01% 1146

Other funds holding PHK

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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