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 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFG

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

HWM

Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers's PFL Position: Q1 2026 in Review

Cetera Investment Advisers increased its PIMCO Income Strategy Fund (PFL) stake by 24% in Q1 2026, buying an estimated $340K and bringing the position to 214,507 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

Cetera Investment Advisers first reported a position in PFL in Q3 2018 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold PFL as of Q1 2026.

Cetera Investment Advisers held 214,507 shares of PIMCO Income Strategy Fund worth $1.72M as of Q1 2026.
Cetera Investment Advisers bought 41,040 PIMCO Income Strategy Fund shares in Q1 2026, an estimated $340K.
PIMCO Income Strategy Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2427 holding.
Cetera Investment Advisers first reported a position in PIMCO Income Strategy Fund in Q3 2018 and has held it in 10 quarters since.
87 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.