HGERS
PGP

Householder Group Estate & Retirement Specialist’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1K Buy
+101
New +$766 ﹤0.01% 1171

Other funds holding PGP

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PGP Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in PIMCO Global StockPLUS & Income Fund (PGP) in Q1 2023: 101 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1171 among its holdings.

29 funds tracked by Wall St. Rank hold PGP as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 101 shares of PIMCO Global StockPLUS & Income Fund worth $1K as of Q1 2023.
  • PIMCO Global StockPLUS & Income Fund was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • PIMCO Global StockPLUS & Income Fund made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1171 holding.
  • 29 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.