IFP Advisors’s PIMCO Access Income Fund PAXS Stock Holding History

IFP Advisors’s Portfolio PAXS Stock Details PAXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.29K	Hold	400	–	–	﹤0.01%	3783
2026 Q2	$5.82K	Hold	400	–	–	﹤0.01%	3696
2026 Q1	$5.76K	Sell	400 -216	-35%	-$3.31K	﹤0.01%	3434
2025 Q4	$9.42K	Hold	616	–	–	﹤0.01%	3095
2025 Q3	$10K	Hold	616	–	–	﹤0.01%	2898
2025 Q2	$9.31K	Hold	616	–	–	﹤0.01%	2961
2025 Q1	$9.9K	Sell	616 -3,383	-85%	-$54.1K	﹤0.01%	2578
2024 Q4	$61K	Buy	3,999 +3,383	+549%	+$54.8K	﹤0.01%	1727
2024 Q3	$10.2K	Buy	+616	New	+$9.7K	﹤0.01%	2411
2023 Q1	–	Sell	-29	Closed	-$1K	–	4138
2022 Q4	$1K	Hold	29	–	–	﹤0.01%	4430
2022 Q3	$1K	Buy	+29	New	+$476	﹤0.01%	4631

Other funds holding PAXS

NWMP

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

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

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

FAG

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

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

IFP Advisors's PAXS Position: Q3 2026 in Review

IFP Advisors held its PIMCO Access Income Fund (PAXS) position steady in Q3 2026 at 400 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3783.

IFP Advisors first reported a position in PAXS in Q3 2022 and has held it in 11 quarters since. The position peaked at $61K in Q4 2024. 11 funds tracked by Wall St. Rank hold PAXS as of Q3 2026.

IFP Advisors held 400 shares of PIMCO Access Income Fund worth $5.29K as of Q3 2026.
IFP Advisors left its PIMCO Access Income Fund share count unchanged in Q3 2026.
PIMCO Access Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3783 holding.
IFP Advisors first reported a position in PIMCO Access Income Fund in Q3 2022 and has held it in 11 quarters since.
IFP Advisors's PIMCO Access Income Fund position peaked at $61K in Q4 2024.
11 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.