FMP
PGP

Financial Management Professionals’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Financial Management Professionals’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
2025
Q3 		– Sell
-509
Closed -$4.25K – 1032
2025
Q2 		$4.25K Hold
509
– – ﹤0.01% 647
2025
Q1 		$4.12K Buy
509
+64
+14% +$510 ﹤0.01% 658
2024
Q4 		$3.46K Hold
445
– – ﹤0.01% 666
2024
Q3 		$4K Buy
445
+111
+33% +$868 ﹤0.01% 662
2024
Q2 		$3K Buy
334
+53
+19% +$397 ﹤0.01% 664
2024
Q1 		$2K Hold
281
– – ﹤0.01% 771
2023
Q4 		$2K Buy
+281
New +$1.89K ﹤0.01% 768

Other funds holding PGP

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MA
MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return

Financial Management Professionals's PGP Position: Q3 2025 in Review

Financial Management Professionals sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q3 2025, closing a stake of 509 shares — an estimated $4.25K sold.

Financial Management Professionals first reported a position in PGP in Q4 2023 and held it in 7 quarters. The position peaked at $4.25K in Q2 2025. 31 funds tracked by Wall St. Rank hold PGP as of Q3 2025.

  • Financial Management Professionals reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Management Professionals sold 509 PIMCO Global StockPLUS & Income Fund shares in Q3 2025, an estimated $4.25K.
  • Financial Management Professionals first reported a position in PIMCO Global StockPLUS & Income Fund in Q4 2023 and held it in 7 quarters.
  • Financial Management Professionals's PIMCO Global StockPLUS & Income Fund position peaked at $4.25K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.