IA
PFL

Inspire Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

Inspire Advisors’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
2021
Q1 		– Sell
-325
Closed -$4K – 544
2020
Q4 		$4K Buy
+325
New +$3.48K ﹤0.01% 635

Other funds holding PFL

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Inspire Advisors's PFL Position: Q1 2021 in Review

Inspire Advisors sold out of PIMCO Income Strategy Fund (PFL) in Q1 2021, closing a stake of 325 shares — an estimated $4K sold.

Inspire Advisors first reported a position in PFL in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 53 funds tracked by Wall St. Rank hold PFL as of Q1 2021.

  • Inspire Advisors reported no remaining PIMCO Income Strategy Fund position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 325 PIMCO Income Strategy Fund shares in Q1 2021, an estimated $4K.
  • Inspire Advisors first reported a position in PIMCO Income Strategy Fund in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's PIMCO Income Strategy Fund position peaked at $4K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.