Cetera Investment Advisers
PGP

Cetera Investment Advisers’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Cetera Investment Advisers’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 		$261K Buy
31,282
+1,387
+5% +$12.5K ﹤0.01% 4102
2025
Q4 		$273K Sell
29,895
-753
-2% -$6.54K ﹤0.01% 3987
2025
Q3 		$262K Buy
30,648
+11,145
+57% +$93.9K ﹤0.01% 3947
2025
Q2 		$162K Buy
19,503
+1,325
+7% +$10.4K ﹤0.01% 3778
2025
Q1 		$147K Buy
18,178
+5,192
+40% +$41.3K ﹤0.01% 3680
2024
Q4 		$101K Buy
12,986
+161
+1% +$1.3K ﹤0.01% 3576
2024
Q3 		$108K Sell
12,825
-1,329
-9% -$10.4K ﹤0.01% 3528
2024
Q2 		$107K Sell
14,154
-277
-2% -$2.08K ﹤0.01% 3501
2024
Q1 		$110K Buy
+14,431
New +$109K ﹤0.01% 3484

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 $31B AUM 28.39% 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 $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cetera Investment Advisers increased its PIMCO Global StockPLUS & Income Fund (PGP) stake by 4.6% in Q1 2026, buying an estimated $12.5K and bringing the position to 31,282 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #4102.

Cetera Investment Advisers first reported a position in PGP in Q1 2024 and has held it in 9 quarters since. The position peaked at $273K in Q4 2025. 31 funds tracked by Wall St. Rank hold PGP as of Q1 2026.

  • Cetera Investment Advisers held 31,282 shares of PIMCO Global StockPLUS & Income Fund worth $261K as of Q1 2026.
  • Cetera Investment Advisers bought 1,387 PIMCO Global StockPLUS & Income Fund shares in Q1 2026, an estimated $12.5K.
  • PIMCO Global StockPLUS & Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4102 holding.
  • Cetera Investment Advisers first reported a position in PIMCO Global StockPLUS & Income Fund in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's PIMCO Global StockPLUS & Income Fund position peaked at $273K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q1 2026.

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