MIAN
PFL

Mariner Independent Advisor Network’s PIMCO Income Strategy Fund PFL Stock Holding History

Mariner Independent Advisor Network’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$384K Sell
48,128
-142
-0.3% -$1.28K 0.02% 502
2022
Q2 		$440K Buy
48,270
+14,793
+44% +$139K 0.02% 485
2022
Q1 		$344K Buy
+33,477
New +$346K 0.01% 472

Other funds holding PFL

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Independent Advisor Network's PFL Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its PIMCO Income Strategy Fund (PFL) stake by 0.29% in Q3 2022, selling an estimated $1.28K and leaving 48,128 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #502.

Mariner Independent Advisor Network first reported a position in PFL in Q1 2022 and has held it in 3 quarters since. The position peaked at $440K in Q2 2022. 62 funds tracked by Wall St. Rank hold PFL as of Q3 2022.

  • Mariner Independent Advisor Network held 48,128 shares of PIMCO Income Strategy Fund worth $384K as of Q3 2022.
  • Mariner Independent Advisor Network sold 142 PIMCO Income Strategy Fund shares in Q3 2022, an estimated $1.28K.
  • PIMCO Income Strategy Fund made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #502 holding.
  • Mariner Independent Advisor Network first reported a position in PIMCO Income Strategy Fund in Q1 2022 and has held it in 3 quarters since.
  • Mariner Independent Advisor Network's PIMCO Income Strategy Fund position peaked at $440K in Q2 2022.
  • 62 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.