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 Q2	$444K	Buy	98,452 +17,181	+21%	+$77.8K	0.05%	81
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 $5.28B AUM 14.42% 1-Year Est. Return

JWM

JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

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

Diversified Management Milwaukee, Wisconsin $468M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Intellus Advisors's TSI Position: Q2 2026 in Review

Intellus Advisors increased its TCW Strategic Income Fund (TSI) stake by 21% in Q2 2026, buying an estimated $77.8K and bringing the position to 98,452 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #81.

Intellus Advisors first reported a position in TSI in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

Intellus Advisors held 98,452 shares of TCW Strategic Income Fund worth $444K as of Q2 2026.
Intellus Advisors bought 17,181 TCW Strategic Income Fund shares in Q2 2026, an estimated $77.8K.
TCW Strategic Income Fund made up 0.05% of Intellus Advisors's portfolio in Q2 2026, its #81 holding.
Intellus Advisors first reported a position in TCW Strategic Income Fund in Q4 2024 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.