Fortitude Advisory Group’s PIMCO Income Strategy Fund PFL Stock Holding History

Fortitude Advisory Group’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 Q2	$211K	Buy	26,745 +6,273	+31%	+$49.3K	0.08%	211
2026 Q1	$164K	Hold	20,472	–	–	0.07%	209
2025 Q4	$173K	Buy	20,472 +6,560	+47%	+$55.3K	0.07%	201
2025 Q3	$119K	Hold	13,912	–	–	0.06%	209
2025 Q2	$116K	Hold	13,912	–	–	0.07%	209
2025 Q1	$112K	Buy	13,912 +821	+6%	+$6.98K	0.08%	192
2024 Q4	$110K	Hold	13,091	–	–	0.07%	193
2024 Q3	$112K	Hold	13,091	–	–	0.07%	201
2024 Q2	$107K	Hold	13,091	–	–	0.06%	194
2024 Q1	$111K	Buy	13,091 +586	+5%	+$4.96K	0.06%	210
2023 Q4	$106K	Buy	12,505 +7	+0.1%	+$55	0.06%	215
2023 Q3	$95.9K	Buy	+12,498	New	+$100K	0.06%	198
2022 Q2	–	Sell	-6,011	Closed	-$61K	–	963
2022 Q1	$61K	Hold	6,011	–	–	0.03%	474
2021 Q4	$66K	Buy	+6,011	New	+$66.8K	0.03%	462

Other funds holding PFL

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Fortitude Advisory Group's PFL Position: Q2 2026 in Review

Fortitude Advisory Group increased its PIMCO Income Strategy Fund (PFL) stake by 31% in Q2 2026, buying an estimated $49.3K and bringing the position to 26,745 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #211.

Fortitude Advisory Group first reported a position in PFL in Q4 2021 and has held it in 14 quarters since. 23 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

Fortitude Advisory Group held 26,745 shares of PIMCO Income Strategy Fund worth $211K as of Q2 2026.
Fortitude Advisory Group bought 6,273 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $49.3K.
PIMCO Income Strategy Fund made up 0.08% of Fortitude Advisory Group's portfolio in Q2 2026, its #211 holding.
Fortitude Advisory Group first reported a position in PIMCO Income Strategy Fund in Q4 2021 and has held it in 14 quarters since.
23 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.