IA
TSI

Intellus Advisors’s TCW Strategic Income Fund TSI Stock Holding History

Intellus Advisors’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$365K Buy
81,271
+5,601
+7% +$26.5K 0.05% 88
2025
Q4 		$374K Buy
75,670
+6,874
+10% +$33.9K 0.05% 89
2025
Q3 		$338K Buy
68,796
+19,042
+38% +$94K 0.05% 97
2025
Q2 		$243K Buy
49,754
+2,836
+6% +$13.9K 0.04% 120
2025
Q1 		$228K Buy
46,918
+1,059
+2% +$5.14K 0.04% 108
2024
Q4 		$221K Buy
+45,859
New +$230K 0.04% 107

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Intellus Advisors's TSI Position: Q1 2026 in Review

Intellus Advisors increased its TCW Strategic Income Fund (TSI) stake by 7.4% in Q1 2026, buying an estimated $26.5K and bringing the position to 81,271 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #88.

Intellus Advisors first reported a position in TSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $374K in Q4 2025. 69 funds tracked by Wall St. Rank hold TSI as of Q1 2026.

  • Intellus Advisors held 81,271 shares of TCW Strategic Income Fund worth $365K as of Q1 2026.
  • Intellus Advisors bought 5,601 TCW Strategic Income Fund shares in Q1 2026, an estimated $26.5K.
  • TCW Strategic Income Fund made up 0.05% of Intellus Advisors's portfolio in Q1 2026, its #88 holding.
  • Intellus Advisors first reported a position in TCW Strategic Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Intellus Advisors's TCW Strategic Income Fund position peaked at $374K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.