Guerra Advisors’s PIMCO High Income Fund PHK Stock Holding History

Guerra Advisors’s Portfolio PHK Stock Details PHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$28.2K	Buy	+5,659	New	+$27.7K	0.01%	196

Other funds holding PHK

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guerra Advisors's PHK Position: Q3 2025 in Review

Guerra Advisors opened a new position in PIMCO High Income Fund (PHK) in Q3 2025: 5,659 shares worth $28.2K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings.

125 funds tracked by Wall St. Rank hold PHK as of Q3 2025.

Guerra Advisors held 5,659 shares of PIMCO High Income Fund worth $28.2K as of Q3 2025.
PIMCO High Income Fund was a new Guerra Advisors position in Q3 2025.
PIMCO High Income Fund made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #196 holding.
125 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.