FGC
PFL

Financial Gravity Companies’s PIMCO Income Strategy Fund PFL Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$7.49K Hold
894
– – ﹤0.01% 626
2024
Q3 		$7.66K Buy
+894
New +$7.43K ﹤0.01% 391

Other funds holding PFL

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Gravity Companies's PFL Position: Q4 2024 in Review

Financial Gravity Companies held its PIMCO Income Strategy Fund (PFL) position steady in Q4 2024 at 894 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Financial Gravity Companies first reported a position in PFL in Q3 2024 and has held it in 2 quarters since. The position peaked at $7.66K in Q3 2024. 70 funds tracked by Wall St. Rank hold PFL as of Q4 2024.

  • Financial Gravity Companies held 894 shares of PIMCO Income Strategy Fund worth $7.49K as of Q4 2024.
  • Financial Gravity Companies left its PIMCO Income Strategy Fund share count unchanged in Q4 2024.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #626 holding.
  • Financial Gravity Companies first reported a position in PIMCO Income Strategy Fund in Q3 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's PIMCO Income Strategy Fund position peaked at $7.66K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.