PWM
PCN

Prosperity Wealth Management’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Prosperity Wealth Management’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$196K Sell
15,367
-1,507
-9% -$19.4K 0.07% 247
2025
Q3 		$226K Buy
16,874
+1,701
+11% +$21.9K 0.08% 222
2025
Q2 		$193K Buy
15,173
+2,885
+23% +$36.6K 0.07% 228
2025
Q1 		$168K Buy
+12,288
New +$167K 0.08% 200

Other funds holding PCN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Prosperity Wealth Management's PCN Position: Q4 2025 in Review

Prosperity Wealth Management reduced its PIMCO Corporate & Income Strategy Fund (PCN) stake by 8.9% in Q4 2025, selling an estimated $19.4K and leaving 15,367 shares worth $196K. The position accounts for 0.07% of the portfolio, ranked #247.

Prosperity Wealth Management first reported a position in PCN in Q1 2025 and has held it in 4 quarters since. The position peaked at $226K in Q3 2025. 117 funds tracked by Wall St. Rank hold PCN as of Q4 2025.

  • Prosperity Wealth Management held 15,367 shares of PIMCO Corporate & Income Strategy Fund worth $196K as of Q4 2025.
  • Prosperity Wealth Management sold 1,507 PIMCO Corporate & Income Strategy Fund shares in Q4 2025, an estimated $19.4K.
  • PIMCO Corporate & Income Strategy Fund made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #247 holding.
  • Prosperity Wealth Management first reported a position in PIMCO Corporate & Income Strategy Fund in Q1 2025 and has held it in 4 quarters since.
  • Prosperity Wealth Management's PIMCO Corporate & Income Strategy Fund position peaked at $226K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.