HGERS
PCN

Householder Group Estate & Retirement Specialist’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,033
Closed -$43K – 993
2024
Q3 		$43K Buy
3,033
+857
+39% +$11.6K 0.01% 509
2024
Q2 		$28K Buy
2,176
+1,516
+230% +$19.9K 0.01% 597
2024
Q1 		$9.22K Hold
660
– – ﹤0.01% 829
2023
Q4 		$8K Hold
660
– – ﹤0.01% 821
2023
Q3 		$8.03K Buy
+660
New +$8.97K ﹤0.01% 841
2023
Q1 		$8K Buy
+660
New +$8.62K ﹤0.01% 860
2022
Q4 		– Sell
-660
Closed -$7K – 866
2022
Q3 		$7K Buy
+660
New +$8.83K ﹤0.01% 810

Other funds holding PCN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PCN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q4 2024, closing a stake of 3,033 shares — an estimated $43K sold.

Householder Group Estate & Retirement Specialist first reported a position in PCN in Q3 2022 and held it in 7 quarters. The position peaked at $43K in Q3 2024. 99 funds tracked by Wall St. Rank hold PCN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 3,033 PIMCO Corporate & Income Strategy Fund shares in Q4 2024, an estimated $43K.
  • Householder Group Estate & Retirement Specialist first reported a position in PIMCO Corporate & Income Strategy Fund in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's PIMCO Corporate & Income Strategy Fund position peaked at $43K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.