Carson Wealth (CWM LLC)
PGP

Carson Wealth (CWM LLC)’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$14.9K Hold
1,789
– – ﹤0.01% 4591
2025
Q4 		$16K Buy
+1,789
New +$15.5K ﹤0.01% 4303
2019
Q1 		– Sell
-8,000
Closed -$93K – 3197
2018
Q4 		$93K Hold
8,000
– – ﹤0.01% 741
2018
Q3 		$115K Buy
+8,000
New +$120K ﹤0.01% 594

Other funds holding PGP

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PGP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its PIMCO Global StockPLUS & Income Fund (PGP) position steady in Q1 2026 at 1,789 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4591.

Carson Wealth (CWM LLC) first reported a position in PGP in Q3 2018 and has held it in 4 quarters since. The position peaked at $115K in Q3 2018. 31 funds tracked by Wall St. Rank hold PGP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,789 shares of PIMCO Global StockPLUS & Income Fund worth $14.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its PIMCO Global StockPLUS & Income Fund share count unchanged in Q1 2026.
  • PIMCO Global StockPLUS & Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4591 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO Global StockPLUS & Income Fund in Q3 2018 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s PIMCO Global StockPLUS & Income Fund position peaked at $115K in Q3 2018.
  • 31 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.