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 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SFS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Institute for Wealth Management's PGP Position: Q1 2026 in Review

Institute for Wealth Management increased its PIMCO Global StockPLUS & Income Fund (PGP) stake by 0.17% in Q1 2026, buying an estimated $593 and bringing the position to 37,850 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #411.

Institute for Wealth Management first reported a position in PGP in Q4 2020 and has held it in 10 quarters since. The position peaked at $354K in Q3 2025. 31 funds tracked by Wall St. Rank hold PGP as of Q1 2026.

Institute for Wealth Management held 37,850 shares of PIMCO Global StockPLUS & Income Fund worth $315K as of Q1 2026.
Institute for Wealth Management bought 66 PIMCO Global StockPLUS & Income Fund shares in Q1 2026, an estimated $593.
PIMCO Global StockPLUS & Income Fund made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #411 holding.
Institute for Wealth Management first reported a position in PIMCO Global StockPLUS & Income Fund in Q4 2020 and has held it in 10 quarters since.
Institute for Wealth Management's PIMCO Global StockPLUS & Income Fund position peaked at $354K in Q3 2025.
31 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.