Cambridge Investment Research Advisors
PGP

Cambridge Investment Research Advisors’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		– Sell
-11,094
Closed -$86K – 3599
2024
Q4 		$86K Sell
11,094
-3,773
-25% -$30.4K ﹤0.01% 3339
2024
Q3 		$125K Buy
14,867
+3,397
+30% +$26.6K ﹤0.01% 3233
2024
Q2 		$87K Hold
11,470
– – ﹤0.01% 3172
2024
Q1 		$88K Sell
11,470
-154
-1% -$1.16K ﹤0.01% 3161
2023
Q4 		$87K Sell
11,624
-89
-0.8% -$598 ﹤0.01% 3050
2023
Q3 		$78K Sell
11,713
-2,897
-20% -$20.8K ﹤0.01% 2997
2023
Q2 		$105K Hold
14,610
– – ﹤0.01% 2997
2023
Q1 		$108K Sell
14,610
-173
-1% -$1.31K ﹤0.01% 2959
2022
Q4 		$102K Sell
14,783
-239
-2% -$1.64K ﹤0.01% 2902
2022
Q3 		$97K Sell
15,022
-408
-3% -$3.15K ﹤0.01% 2861
2022
Q2 		$122K Buy
15,430
+350
+2% +$2.95K ﹤0.01% 2833
2022
Q1 		$144K Sell
15,080
-229
-1% -$2.25K ﹤0.01% 2954
2021
Q4 		$166K Sell
15,309
-879
-5% -$9.59K ﹤0.01% 2941
2021
Q3 		$175K Sell
16,188
-143
-0.9% -$1.6K ﹤0.01% 2842
2021
Q2 		$181K Sell
16,331
-2,061
-11% -$22.7K ﹤0.01% 2862
2021
Q1 		$196K Buy
18,392
+733
+4% +$7.6K ﹤0.01% 2636
2020
Q4 		$177K Sell
17,659
-1,723
-9% -$15.5K ﹤0.01% 2508
2020
Q3 		$160K Hold
19,382
– – ﹤0.01% 2305
2020
Q2 		$159K Sell
19,382
-4,000
-17% -$32.8K ﹤0.01% 2231
2020
Q1 		$186K Sell
23,382
-846
-3% -$9.23K ﹤0.01% 1967
2019
Q4 		$290K Sell
24,228
-7,989
-25% -$92.9K ﹤0.01% 1930
2019
Q3 		$371K Sell
32,217
-4,070
-11% -$48.6K ﹤0.01% 1691
2019
Q2 		$453K Buy
36,287
+7,257
+25% +$90K ﹤0.01% 1493
2019
Q1 		$434K Buy
29,030
+1,818
+7% +$25.7K ﹤0.01% 1583
2018
Q4 		$318K Buy
27,212
+2,248
+9% +$29.2K ﹤0.01% 1627
2018
Q3 		$360K Buy
24,964
+6,466
+35% +$97.4K ﹤0.01% 1665
2018
Q2 		$277K Buy
18,498
+4,437
+32% +$62.1K ﹤0.01% 1790
2018
Q1 		$189K Sell
14,061
-14,458
-51% -$199K ﹤0.01% 1976
2017
Q4 		$439K Buy
+28,519
New +$461K 0.01% 1398
2015
Q2 		– Sell
-15,026
Closed -$334K – 1479
2015
Q1 		$334K Sell
15,026
-200
-1% -$4.3K 0.01% 1007
2014
Q4 		$296K Sell
15,226
-400
-3% -$8.55K 0.01% 1029
2014
Q3 		$318K Sell
15,626
-620
-4% -$15.9K 0.01% 1060
2014
Q2 		$420K Buy
16,246
+1,024
+7% +$25.1K 0.01% 834
2014
Q1 		$360K Buy
15,222
+5,000
+49% +$116K 0.01% 865
2013
Q4 		$236K Sell
10,222
-1,000
-9% -$23K 0.01% 992
2013
Q3 		$253K Hold
11,222
– – 0.01% 931
2013
Q2 		$241K Buy
+11,222
New +$249K 0.01% 858

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
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 $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's PGP Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q1 2025, closing a stake of 11,094 shares — an estimated $86K sold.

Cambridge Investment Research Advisors first reported a position in PGP in Q2 2013 and held it in 37 quarters. The position peaked at $453K in Q2 2019. 26 funds tracked by Wall St. Rank hold PGP as of Q1 2025.

  • Cambridge Investment Research Advisors reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q1 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,094 PIMCO Global StockPLUS & Income Fund shares in Q1 2025, an estimated $86K.
  • Cambridge Investment Research Advisors first reported a position in PIMCO Global StockPLUS & Income Fund in Q2 2013 and held it in 37 quarters.
  • Cambridge Investment Research Advisors's PIMCO Global StockPLUS & Income Fund position peaked at $453K in Q2 2019.
  • 26 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.