FAIM
PFL

Financial Advocates Investment Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Financial Advocates Investment 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
2025
Q2 		– Sell
-20,600
Closed -$177K – 727
2025
Q1 		$177K Sell
20,600
-2,433
-11% -$20.7K 0.01% 685
2024
Q4 		$193K Buy
23,033
+10,233
+80% +$86.9K 0.01% 699
2024
Q3 		$110K Buy
+12,800
New +$106K 0.01% 740
2023
Q3 		– Sell
-10,700
Closed -$87.6K – 729
2023
Q2 		$87.6K Buy
+10,700
New +$85.9K 0.01% 676

Other funds holding PFL

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Advocates Investment Management's PFL Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of PIMCO Income Strategy Fund (PFL) in Q2 2025, closing a stake of 20,600 shares — an estimated $177K sold.

Financial Advocates Investment Management first reported a position in PFL in Q2 2023 and held it in 4 quarters. The position peaked at $193K in Q4 2024. 75 funds tracked by Wall St. Rank hold PFL as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining PIMCO Income Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 20,600 PIMCO Income Strategy Fund shares in Q2 2025, an estimated $177K.
  • Financial Advocates Investment Management first reported a position in PIMCO Income Strategy Fund in Q2 2023 and held it in 4 quarters.
  • Financial Advocates Investment Management's PIMCO Income Strategy Fund position peaked at $193K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.