McClarren Financial Advisors
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McClarren Financial Advisors’s High Income Securities Fund PCF Stock Holding History

McClarren Financial Advisors’s Portfolio PCF Stock Details PCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,628
Closed -$30K – 230
2025
Q1 		$30K Buy
4,628
+120
+3% +$802 0.02% 167
2024
Q4 		$29K Buy
4,508
+124
+3% +$833 0.08% 111
2024
Q3 		$29K Buy
4,384
+4,378
+72,967% +$29.1K ﹤0.01% 151
2024
Q2 		$29K Sell
6
-4,104
-100% -$27.1K 0.02% 184
2024
Q1 		$28K Buy
4,110
+114
+3% +$748 0.02% 183
2023
Q4 		$26K Buy
3,996
+116
+3% +$719 0.02% 206
2023
Q3 		$24K Buy
+3,880
New +$25.3K 0.02% 199
2023
Q2 		– Sell
-3,703
Closed -$24K – 430
2023
Q1 		$24K Buy
3,703
+98
+3% +$658 0.02% 192
2022
Q4 		$23K Buy
3,605
+117
+3% +$780 0.02% 203
2022
Q3 		$24K Buy
+3,488
New +$25.9K 0.02% 184
2022
Q2 		– Sell
-3,288
Closed -$26K – 193
2022
Q1 		$26K Buy
3,288
+86
+3% +$710 0.02% 162
2021
Q4 		$28K Buy
3,202
+85
+3% +$743 0.02% 173
2021
Q3 		$27K Buy
3,117
+76
+2% +$740 0.02% 148
2021
Q2 		$29K Buy
3,041
+72
+2% +$687 0.02% 156
2021
Q1 		$26K Buy
2,969
+81
+3% +$697 0.02% 140
2020
Q4 		$24K Buy
+2,888
New +$23.6K 0.02% 130

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

McClarren Financial Advisors's PCF Position: Q2 2025 in Review

McClarren Financial Advisors sold out of High Income Securities Fund (PCF) in Q2 2025, closing a stake of 4,628 shares — an estimated $30K sold.

McClarren Financial Advisors first reported a position in PCF in Q4 2020 and held it in 16 quarters. The position peaked at $30K in Q1 2025. 49 funds tracked by Wall St. Rank hold PCF as of Q2 2025.

  • McClarren Financial Advisors reported no remaining High Income Securities Fund position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 4,628 High Income Securities Fund shares in Q2 2025, an estimated $30K.
  • McClarren Financial Advisors first reported a position in High Income Securities Fund in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's High Income Securities Fund position peaked at $30K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held High Income Securities Fund as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.