PWA
RCS

Physician Wealth Advisors’s PIMCO Strategic Income Fund RCS Stock Holding History

Physician Wealth Advisors’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-208
Closed -$1.3K – 1944
2025
Q1 		$1.3K Hold
208
– – ﹤0.01% 961
2024
Q4 		$1.58K Buy
+208
New +$1.59K ﹤0.01% 871

Other funds holding RCS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Physician Wealth Advisors's RCS Position: Q2 2025 in Review

Physician Wealth Advisors sold out of PIMCO Strategic Income Fund (RCS) in Q2 2025, closing a stake of 208 shares — an estimated $1.3K sold.

Physician Wealth Advisors first reported a position in RCS in Q4 2024 and held it in 2 quarters. The position peaked at $1.58K in Q4 2024. 70 funds tracked by Wall St. Rank hold RCS as of Q2 2025.

  • Physician Wealth Advisors reported no remaining PIMCO Strategic Income Fund position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 208 PIMCO Strategic Income Fund shares in Q2 2025, an estimated $1.3K.
  • Physician Wealth Advisors first reported a position in PIMCO Strategic Income Fund in Q4 2024 and held it in 2 quarters.
  • Physician Wealth Advisors's PIMCO Strategic Income Fund position peaked at $1.58K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.