Founders Financial Alliance
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Founders Financial Alliance’s High Income Securities Fund PCF Stock Holding History

Founders Financial Alliance’s Portfolio PCF Stock Details PCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-38,537
Closed -$247K – 569
2023
Q4 		$247K Buy
38,537
+2,968
+8% +$18.4K 0.1% 206
2023
Q3 		$220K Buy
+35,569
New +$232K 0.1% 210
2020
Q4 		– Sell
-500
Closed -$4K – 1002
2020
Q3 		$4K Buy
+500
New +$4.03K ﹤0.01% 1072

Other funds holding PCF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bulldog Investors
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Founders Financial Alliance's PCF Position: Q1 2024 in Review

Founders Financial Alliance sold out of High Income Securities Fund (PCF) in Q1 2024, closing a stake of 38,537 shares — an estimated $247K sold.

Founders Financial Alliance first reported a position in PCF in Q3 2020 and held it in 3 quarters. The position peaked at $247K in Q4 2023. 45 funds tracked by Wall St. Rank hold PCF as of Q1 2024.

  • Founders Financial Alliance reported no remaining High Income Securities Fund position as of Q1 2024 after selling out during the quarter.
  • Founders Financial Alliance sold 38,537 High Income Securities Fund shares in Q1 2024, an estimated $247K.
  • Founders Financial Alliance first reported a position in High Income Securities Fund in Q3 2020 and held it in 3 quarters.
  • Founders Financial Alliance's High Income Securities Fund position peaked at $247K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held High Income Securities Fund as of Q1 2024.

Based on Founders Financial Alliance's 13F filing for Q1 2024, filed 14 May 2024.