Creative Planning
PFL

Creative Planning’s PIMCO Income Strategy Fund PFL Stock Holding History

Creative Planning’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
2025
Q3 		– Sell
-15,373
Closed -$128K – 3993
2025
Q2 		$128K Hold
15,373
– – ﹤0.01% 3376
2025
Q1 		$132K Hold
15,373
– – ﹤0.01% 3195
2024
Q4 		$129K Buy
15,373
+9
+0.1% +$76 ﹤0.01% 3099
2024
Q3 		$132K Hold
15,364
– – ﹤0.01% 2963
2024
Q2 		$125K Sell
15,364
-11,655
-43% -$96.8K ﹤0.01% 2795
2024
Q1 		$229K Sell
27,019
-2
-0% -$17 ﹤0.01% 2472
2023
Q4 		$228K Sell
27,021
-57,354
-68% -$449K ﹤0.01% 2308
2023
Q3 		$647K Sell
84,375
-74,861
-47% -$601K ﹤0.01% 1392
2023
Q2 		$1.3M Buy
159,236
+82,646
+108% +$664K ﹤0.01% 994
2023
Q1 		$623K Sell
76,590
-85,927
-53% -$731K ﹤0.01% 1339
2022
Q4 		$1.32M Sell
162,517
-23,635
-13% -$196K ﹤0.01% 907
2022
Q3 		$1.48M Sell
186,152
-5,749
-3% -$52K ﹤0.01% 796
2022
Q2 		$1.73M Sell
191,901
-12,480
-6% -$117K ﹤0.01% 768
2022
Q1 		$2.08M Buy
204,381
+16,317
+9% +$169K ﹤0.01% 710
2021
Q4 		$2.06M Buy
188,064
+8,749
+5% +$97.2K ﹤0.01% 680
2021
Q3 		$2.08M Buy
179,315
+39,516
+28% +$493K ﹤0.01% 675
2021
Q2 		$1.78M Sell
139,799
-45,759
-25% -$566K ﹤0.01% 719
2021
Q1 		$2.23M Sell
185,558
-46,915
-20% -$549K ﹤0.01% 680
2020
Q4 		$2.66M Buy
232,473
+7,251
+3% +$77.5K 0.01% 565
2020
Q3 		$2.28M Buy
225,222
+2,500
+1% +$25.2K 0.01% 522
2020
Q2 		$2.16M Buy
222,722
+53,569
+32% +$492K 0.01% 473
2020
Q1 		$1.43M Sell
169,153
-8,797
-5% -$97K 0.01% 529
2019
Q4 		$2.11M Buy
177,950
+10,752
+6% +$125K 0.01% 499
2019
Q3 		$1.91M Sell
167,198
-9,281
-5% -$108K 0.01% 507
2019
Q2 		$2.08M Buy
176,479
+8,192
+5% +$95.6K 0.01% 487
2019
Q1 		$1.93M Sell
168,287
-4,740
-3% -$53.7K 0.01% 476
2018
Q4 		$1.88M Sell
173,027
-20,835
-11% -$230K 0.01% 435
2018
Q3 		$2.29M Buy
193,862
+20,126
+12% +$243K 0.01% 447
2018
Q2 		$2.06M Buy
173,736
+8,059
+5% +$96.7K 0.01% 463
2018
Q1 		$1.94M Sell
165,677
-60,656
-27% -$700K 0.01% 472
2017
Q4 		$2.64M Sell
226,333
-17,103
-7% -$202K 0.01% 395
2017
Q3 		$2.95M Buy
243,436
+7,914
+3% +$95.6K 0.01% 358
2017
Q2 		$2.78M Buy
235,522
+2,989
+1% +$34.7K 0.01% 345
2017
Q1 		$2.6M Sell
232,533
-6,066
-3% -$66.1K 0.01% 350
2016
Q4 		$2.52M Buy
238,599
+45,961
+24% +$476K 0.02% 340
2016
Q3 		$2.06M Buy
192,638
+19,034
+11% +$200K 0.01% 373
2016
Q2 		$1.78M Sell
173,604
-1,931
-1% -$19.2K 0.01% 362
2016
Q1 		$1.68M Buy
175,535
+31,950
+22% +$296K 0.01% 355
2015
Q4 		$1.4M Buy
143,585
+170
+0.1% +$1.7K 0.01% 406
2015
Q3 		$1.39M Buy
143,415
+24,074
+20% +$246K 0.01% 387
2015
Q2 		$1.3M Buy
119,341
+35,306
+42% +$396K 0.01% 399
2015
Q1 		$958K Buy
84,035
+14,124
+20% +$165K 0.01% 479
2014
Q4 		$821K Buy
69,911
+6,293
+10% +$76.2K 0.01% 516
2014
Q3 		$760K Sell
63,618
-6,656
-9% -$81.4K 0.01% 503
2014
Q2 		$867K Buy
70,274
+26,542
+61% +$320K 0.01% 438
2014
Q1 		$513K Buy
43,732
+17,749
+68% +$207K 0.01% 606
2013
Q4 		$294K Buy
25,983
+1,608
+7% +$18.6K 0.01% 685
2013
Q3 		$282K Sell
24,375
-11,422
-32% -$132K 0.01% 628
2013
Q2 		$428K Buy
+35,797
New +$465K 0.01% 444

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning's PFL Position: Q3 2025 in Review

Creative Planning sold out of PIMCO Income Strategy Fund (PFL) in Q3 2025, closing a stake of 15,373 shares — an estimated $128K sold.

Creative Planning first reported a position in PFL in Q2 2013 and held it in 49 quarters. The position peaked at $2.95M in Q3 2017. 73 funds tracked by Wall St. Rank hold PFL as of Q3 2025.

  • Creative Planning reported no remaining PIMCO Income Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 15,373 PIMCO Income Strategy Fund shares in Q3 2025, an estimated $128K.
  • Creative Planning first reported a position in PIMCO Income Strategy Fund in Q2 2013 and held it in 49 quarters.
  • Creative Planning's PIMCO Income Strategy Fund position peaked at $2.95M in Q3 2017.
  • 73 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.