GA
PFL

GraniteShares Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

GraniteShares Advisors’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 		$2.64M Buy
335,388
+43,900
+15% +$345K 1.7% 28
2026
Q1 		$2.33M Sell
291,488
-33,364
-10% -$276K 1.68% 22
2025
Q4 		$2.74M Buy
+324,852
New +$2.74M 1.66% 10

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

GraniteShares Advisors's PFL Position: Q2 2026 in Review

GraniteShares Advisors increased its PIMCO Income Strategy Fund (PFL) stake by 15% in Q2 2026, buying an estimated $345K and bringing the position to 335,388 shares worth $2.64M. The position accounts for 1.7% of the portfolio, ranked #28.

GraniteShares Advisors first reported a position in PFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.74M in Q4 2025. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • GraniteShares Advisors held 335,388 shares of PIMCO Income Strategy Fund worth $2.64M as of Q2 2026.
  • GraniteShares Advisors bought 43,900 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $345K.
  • PIMCO Income Strategy Fund made up 1.7% of GraniteShares Advisors's portfolio in Q2 2026, its #28 holding.
  • GraniteShares Advisors first reported a position in PIMCO Income Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • GraniteShares Advisors's PIMCO Income Strategy Fund position peaked at $2.74M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on GraniteShares Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.