CA
PCN

Clearstead Advisors’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Clearstead Advisors’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8K Hold
1,155
– – ﹤0.01% 1896
2026
Q1 		$13.7K Hold
1,155
– – ﹤0.01% 1525
2025
Q4 		$14.7K Sell
1,155
-545
-32% -$7K ﹤0.01% 1798
2025
Q3 		$22.7K Hold
1,700
– – ﹤0.01% 1588
2025
Q2 		$21.6K Hold
1,700
– – ﹤0.01% 1591
2025
Q1 		$23.2K Hold
1,700
– – ﹤0.01% 1388
2024
Q4 		$22.8K Hold
1,700
– – ﹤0.01% 1343
2024
Q3 		$24.1K Hold
1,700
– – ﹤0.01% 1375
2024
Q2 		$22.5K Buy
+1,700
New +$22.3K ﹤0.01% 1344

Other funds holding PCN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AAA
AG Asset Advisory Los Angeles, California $124M AUM 1.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Advisors's PCN Position: Q2 2026 in Review

Clearstead Advisors held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q2 2026 at 1,155 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Clearstead Advisors first reported a position in PCN in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.1K in Q3 2024. 67 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

  • Clearstead Advisors held 1,155 shares of PIMCO Corporate & Income Strategy Fund worth $13.8K as of Q2 2026.
  • Clearstead Advisors left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q2 2026.
  • PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1896 holding.
  • Clearstead Advisors first reported a position in PIMCO Corporate & Income Strategy Fund in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's PIMCO Corporate & Income Strategy Fund position peaked at $24.1K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.