Institute for Wealth Management’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Institute for Wealth Management’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
2026 Q2	–	Sell	-37,850	Closed	-$315K	–	1775
2026 Q1	$315K	Buy	37,850 +66	+0.2%	+$593	0.03%	411
2025 Q4	$345K	Sell	37,784 -3,676	-9%	-$31.9K	0.04%	399
2025 Q3	$354K	Buy	41,460 +8,741	+27%	+$73.7K	0.04%	408
2025 Q2	$271K	Buy	32,719 +5,931	+22%	+$46.5K	0.03%	459
2025 Q1	$217K	Buy	26,788 +1,549	+6%	+$12.3K	0.03%	491
2024 Q4	$196K	Buy	25,239 +12,743	+102%	+$103K	0.02%	489
2024 Q3	$105K	Buy	+12,496	New	+$97.7K	0.01%	542
2021 Q3	–	Sell	-10,903	Closed	-$121K	–	499
2021 Q2	$121K	Buy	10,903 +22	+0.2%	+$243	0.02%	476
2021 Q1	$116K	Buy	10,881 +42	+0.4%	+$435	0.02%	461
2020 Q4	$109K	Buy	+10,839	New	+$97.8K	0.02%	439

Other funds holding PGP

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Institute for Wealth Management's PGP Position: Q2 2026 in Review

Institute for Wealth Management sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q2 2026, closing a stake of 37,850 shares — an estimated $315K sold.

Institute for Wealth Management first reported a position in PGP in Q4 2020 and held it in 10 quarters. The position peaked at $354K in Q3 2025. 28 funds tracked by Wall St. Rank hold PGP as of Q2 2026.

Institute for Wealth Management reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q2 2026 after selling out during the quarter.
Institute for Wealth Management sold 37,850 PIMCO Global StockPLUS & Income Fund shares in Q2 2026, an estimated $315K.
Institute for Wealth Management first reported a position in PIMCO Global StockPLUS & Income Fund in Q4 2020 and held it in 10 quarters.
Institute for Wealth Management's PIMCO Global StockPLUS & Income Fund position peaked at $354K in Q3 2025.
28 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.