Envestnet Asset Management
PFL

Envestnet Asset Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Envestnet Asset Management’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
2026
Q1 		$93.9K Buy
11,742
+288
+3% +$2.39K ﹤0.01% 4635
2025
Q4 		$96.6K Buy
+11,454
New +$96.6K ﹤0.01% 4373

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management's PFL Position: Q1 2026 in Review

Envestnet Asset Management increased its PIMCO Income Strategy Fund (PFL) stake by 2.5% in Q1 2026, buying an estimated $2.39K and bringing the position to 11,742 shares worth $93.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4635.

Envestnet Asset Management first reported a position in PFL in Q4 2025 and has held it in 2 quarters since. The position peaked at $96.6K in Q4 2025. 87 funds tracked by Wall St. Rank hold PFL as of Q1 2026.

  • Envestnet Asset Management held 11,742 shares of PIMCO Income Strategy Fund worth $93.9K as of Q1 2026.
  • Envestnet Asset Management bought 288 PIMCO Income Strategy Fund shares in Q1 2026, an estimated $2.39K.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4635 holding.
  • Envestnet Asset Management first reported a position in PIMCO Income Strategy Fund in Q4 2025 and has held it in 2 quarters since.
  • Envestnet Asset Management's PIMCO Income Strategy Fund position peaked at $96.6K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.