Cetera Investment Advisers’s PIMCO Income Strategy Fund PFL Stock Holding History

Cetera Investment Advisers’s Portfolio PFL Stock Details PFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2M	Buy	254,097 +39,590	+18%	+$311K	﹤0.01%	2389
2026 Q1	$1.72M	Buy	214,507 +41,040	+24%	+$340K	﹤0.01%	2427
2025 Q4	$1.46M	Buy	173,467 +4,504	+3%	+$38K	﹤0.01%	2491
2025 Q3	$1.44M	Buy	168,963 +24,463	+17%	+$206K	﹤0.01%	2457
2025 Q2	$1.21M	Buy	144,500 +44,717	+45%	+$369K	﹤0.01%	2217
2025 Q1	$858K	Buy	99,783 +15,284	+18%	+$130K	﹤0.01%	2387
2024 Q4	$708K	Sell	84,499 -8,754	-9%	-$74.3K	﹤0.01%	2407
2024 Q3	$799K	Sell	93,253 -92,043	-50%	-$765K	﹤0.01%	2279
2024 Q2	$1.51M	Buy	185,296 +5,625	+3%	+$46.7K	﹤0.01%	1786
2024 Q1	$1.52M	Buy	+179,671	New	+$1.52M	﹤0.01%	1755
2018 Q4	–	Sell	-13,665	Closed	-$161K	–	497
2018 Q3	$161K	Buy	+13,665	New	+$165K	0.02%	467

Other funds holding PFL

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers's PFL Position: Q2 2026 in Review

Cetera Investment Advisers increased its PIMCO Income Strategy Fund (PFL) stake by 18% in Q2 2026, buying an estimated $311K and bringing the position to 254,097 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Cetera Investment Advisers first reported a position in PFL in Q3 2018 and has held it in 11 quarters since. 81 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

Cetera Investment Advisers held 254,097 shares of PIMCO Income Strategy Fund worth $2M as of Q2 2026.
Cetera Investment Advisers bought 39,590 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $311K.
PIMCO Income Strategy Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2389 holding.
Cetera Investment Advisers first reported a position in PIMCO Income Strategy Fund in Q3 2018 and has held it in 11 quarters since.
81 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.