Avantax Advisory Services’s PIMCO Income Strategy Fund II PFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
38,604
+26,556
+220% +$192K ﹤0.01% 1952
2025
Q1
$90.8K Buy
12,048
+353
+3% +$2.65K ﹤0.01% 2165
2024
Q4
$87.1K Buy
+11,695
New +$88K ﹤0.01% 2128

Other funds holding PFN

Avantax Advisory Services's PFN Position: Q2 2025 in Review

Avantax Advisory Services increased its PIMCO Income Strategy Fund II (PFN) stake by 220% in Q2 2025, buying an estimated $192K and bringing the position to 38,604 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Avantax Advisory Services first reported a position in PFN in Q4 2024 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold PFN as of Q2 2025.

  • Avantax Advisory Services held 38,604 shares of PIMCO Income Strategy Fund II worth $285K as of Q2 2025.
  • Avantax Advisory Services bought 26,556 PIMCO Income Strategy Fund II shares in Q2 2025, an estimated $192K.
  • PIMCO Income Strategy Fund II made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1952 holding.
  • Avantax Advisory Services first reported a position in PIMCO Income Strategy Fund II in Q4 2024 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund II as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.