Highline Wealth Partners’s PIMCO Income Strategy Fund PFL Stock Holding History

Highline Wealth Partners’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 Q3	$30.7K	Buy	4,454 +84	+2%	+$635	0.01%	340
2026 Q2	$34.4K	Buy	4,370 +120	+3%	+$944	0.01%	292
2026 Q1	$34K	Hold	4,250	–	–	0.01%	217
2025 Q4	$35.8K	Buy	4,250 +3,900	+1,114%	+$32.9K	0.01%	169
2025 Q3	$2.98K	Buy	+350	New	+$2.95K	﹤0.01%	752

Other funds holding PFL

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Highline Wealth Partners's PFL Position: Q3 2026 in Review

Highline Wealth Partners increased its PIMCO Income Strategy Fund (PFL) stake by 1.9% in Q3 2026, buying an estimated $635 and bringing the position to 4,454 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #340.

Highline Wealth Partners first reported a position in PFL in Q3 2025 and has held it in 5 quarters since. The position peaked at $35.8K in Q4 2025. 14 funds tracked by Wall St. Rank hold PFL as of Q3 2026.

Highline Wealth Partners held 4,454 shares of PIMCO Income Strategy Fund worth $30.7K as of Q3 2026.
Highline Wealth Partners bought 84 PIMCO Income Strategy Fund shares in Q3 2026, an estimated $635.
PIMCO Income Strategy Fund made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #340 holding.
Highline Wealth Partners first reported a position in PIMCO Income Strategy Fund in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's PIMCO Income Strategy Fund position peaked at $35.8K in Q4 2025.
14 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.