AAS
PGP

Avantax Advisory Services’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Avantax Advisory Services’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$82.9K Hold
10,006
– – ﹤0.01% 2299
2025
Q1 		$81K Hold
10,006
– – ﹤0.01% 2175
2024
Q4 		$77.8K Buy
10,006
+1
+0% +$8 ﹤0.01% 2133
2024
Q3 		$83.9K Hold
10,005
– – ﹤0.01% 2080
2024
Q2 		$75.5K Sell
10,005
-564
-5% -$4.23K ﹤0.01% 2026
2024
Q1 		$80.8K Buy
10,569
+569
+6% +$4.28K ﹤0.01% 1604
2023
Q4 		$75K Buy
+10,000
New +$67.2K ﹤0.01% 1534

Other funds holding PGP

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Avantax Advisory Services held its PIMCO Global StockPLUS & Income Fund (PGP) position steady in Q2 2025 at 10,006 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

Avantax Advisory Services first reported a position in PGP in Q4 2023 and has held it in 7 quarters since. The position peaked at $83.9K in Q3 2024. 28 funds tracked by Wall St. Rank hold PGP as of Q2 2025.

  • Avantax Advisory Services held 10,006 shares of PIMCO Global StockPLUS & Income Fund worth $82.9K as of Q2 2025.
  • Avantax Advisory Services left its PIMCO Global StockPLUS & Income Fund share count unchanged in Q2 2025.
  • PIMCO Global StockPLUS & Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2299 holding.
  • Avantax Advisory Services first reported a position in PIMCO Global StockPLUS & Income Fund in Q4 2023 and has held it in 7 quarters since.
  • Avantax Advisory Services's PIMCO Global StockPLUS & Income Fund position peaked at $83.9K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q2 2025.

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