Destiny Wealth Partners’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Destiny Wealth Partners’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 Q2	–	Sell	-3,400	Closed	-$28.3K	–	832
2026 Q1	$28.3K	Buy	+3,400	New	+$30.5K	﹤0.01%	571
2023 Q1	–	Sell	-3,400	Closed	-$23.6K	–	507
2022 Q4	$23.6K	Hold	3,400	–	–	0.01%	376
2022 Q3	$22K	Hold	3,400	–	–	﹤0.01%	341
2022 Q2	$27K	Hold	3,400	–	–	0.01%	332
2022 Q1	$32K	Hold	3,400	–	–	0.01%	356
2021 Q4	$37K	Hold	3,400	–	–	0.01%	352
2021 Q3	$37K	Buy	+3,400	New	+$38K	0.01%	330
2021 Q1	–	Sell	-3,400	Closed	-$34K	–	565
2020 Q4	$34K	Buy	+3,400	New	+$30.7K	0.01%	321

Other funds holding PGP

SFS

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Destiny Wealth Partners's PGP Position: Q2 2026 in Review

Destiny Wealth Partners sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q2 2026, closing a stake of 3,400 shares — an estimated $28.3K sold.

Destiny Wealth Partners first reported a position in PGP in Q4 2020 and held it in 8 quarters. The position peaked at $37K in Q4 2021. 28 funds tracked by Wall St. Rank hold PGP as of Q2 2026.

Destiny Wealth Partners reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 3,400 PIMCO Global StockPLUS & Income Fund shares in Q2 2026, an estimated $28.3K.
Destiny Wealth Partners first reported a position in PIMCO Global StockPLUS & Income Fund in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's PIMCO Global StockPLUS & Income Fund position peaked at $37K in Q4 2021.
28 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.