RWM
PCN

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

RMG 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
Q3 		– Sell
-20,955
Closed -$263K – 348
2025
Q2 		$263K Buy
+20,955
New +$266K 0.04% 45

Other funds holding PCN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RMG Wealth Management's PCN Position: Q3 2025 in Review

RMG Wealth Management sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q3 2025, closing a stake of 20,955 shares — an estimated $263K sold.

RMG Wealth Management first reported a position in PCN in Q2 2025 and held it in 1 quarter. The position peaked at $263K in Q2 2025. 104 funds tracked by Wall St. Rank hold PCN as of Q3 2025.

  • RMG Wealth Management reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • RMG Wealth Management sold 20,955 PIMCO Corporate & Income Strategy Fund shares in Q3 2025, an estimated $263K.
  • RMG Wealth Management first reported a position in PIMCO Corporate & Income Strategy Fund in Q2 2025 and held it in 1 quarter.
  • RMG Wealth Management's PIMCO Corporate & Income Strategy Fund position peaked at $263K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q3 2025.

Based on RMG Wealth Management's 13F filing for Q3 2025, filed 30 Oct 2025.