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 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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Destiny Wealth Partners's PGP Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in PIMCO Global StockPLUS & Income Fund (PGP) in Q1 2026: 3,400 shares worth $28.3K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in PGP as recently as Q4 2022.

Destiny Wealth Partners first reported a position in PGP in Q4 2020 and has held it in 8 quarters since. The position peaked at $37K in Q4 2021. 31 funds tracked by Wall St. Rank hold PGP as of Q1 2026.

Destiny Wealth Partners held 3,400 shares of PIMCO Global StockPLUS & Income Fund worth $28.3K as of Q1 2026.
PIMCO Global StockPLUS & Income Fund was a new Destiny Wealth Partners position in Q1 2026.
PIMCO Global StockPLUS & Income Fund made up ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #571 holding.
Destiny Wealth Partners first reported a position in PIMCO Global StockPLUS & Income Fund in Q4 2020 and has held it in 8 quarters since.
Destiny Wealth Partners's PIMCO Global StockPLUS & Income Fund position peaked at $37K in Q4 2021.
31 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.