GJWM
PFL

Gilliland Jeter Wealth Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-8,800
Closed -$75.4K – 513
2024
Q3 		$75.4K Hold
8,800
– – 0.02% 257
2024
Q2 		$71.7K Hold
8,800
– – 0.02% 250
2024
Q1 		$74.6K Buy
+8,800
New +$74.5K 0.03% 247

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

Gilliland Jeter Wealth Management's PFL Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of PIMCO Income Strategy Fund (PFL) in Q4 2024, closing a stake of 8,800 shares — an estimated $75.4K sold.

Gilliland Jeter Wealth Management first reported a position in PFL in Q1 2024 and held it in 3 quarters. The position peaked at $75.4K in Q3 2024. 70 funds tracked by Wall St. Rank hold PFL as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining PIMCO Income Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 8,800 PIMCO Income Strategy Fund shares in Q4 2024, an estimated $75.4K.
  • Gilliland Jeter Wealth Management first reported a position in PIMCO Income Strategy Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's PIMCO Income Strategy Fund position peaked at $75.4K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.