KWAG
PAXS

Kiely Wealth Advisory Group’s PIMCO Access Income Fund PAXS Stock Holding History

Kiely Wealth Advisory Group’s Portfolio PAXS Stock Details PAXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$4.14K Buy
253
+7
+3% +$113 ﹤0.01% 257
2024
Q3 		$3.93K Buy
246
+7
+3% +$110 ﹤0.01% 262
2024
Q2 		$3.65K Buy
+239
New +$3.75K ﹤0.01% 250

Other funds holding PAXS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return

Kiely Wealth Advisory Group's PAXS Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its PIMCO Access Income Fund (PAXS) stake by 2.8% in Q4 2024, buying an estimated $113 and bringing the position to 253 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Kiely Wealth Advisory Group first reported a position in PAXS in Q2 2024 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold PAXS as of Q4 2024.

  • Kiely Wealth Advisory Group held 253 shares of PIMCO Access Income Fund worth $4.14K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 7 PIMCO Access Income Fund shares in Q4 2024, an estimated $113.
  • PIMCO Access Income Fund made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #257 holding.
  • Kiely Wealth Advisory Group first reported a position in PIMCO Access Income Fund in Q2 2024 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.