IPWA
PHK

International Private Wealth Advisors’s PIMCO High Income Fund PHK Stock Holding History

International Private Wealth Advisors’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$131K Buy
28,255
+770
+3% +$3.72K 0.08% 151
2025
Q4 		$134K Buy
27,485
+748
+3% +$3.64K 0.08% 155
2025
Q3 		$133K Buy
26,737
+733
+3% +$3.58K 0.08% 166
2025
Q2 		$125K Buy
26,004
+721
+3% +$3.41K 0.11% 161
2025
Q1 		$124K Buy
25,283
+685
+3% +$3.36K 0.12% 151
2024
Q4 		$120K Buy
24,598
+651
+3% +$3.27K 0.12% 151
2024
Q3 		$120K Buy
23,947
+657
+3% +$3.19K 0.18% 119
2024
Q2 		$112K Buy
23,290
+635
+3% +$3.06K 0.19% 120
2024
Q1 		$112K Buy
22,655
+600
+3% +$2.95K 0.22% 110
2023
Q4 		$110K Buy
+22,055
New +$100K 0.11% 105

Other funds holding PHK

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return