SAI
PCF

Savvy Advisors Inc’s High Income Securities Fund PCF Stock Holding History

Savvy Advisors Inc’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
2026
Q2 		$62.7K Sell
11,460
-1,550
-12% -$8.69K ﹤0.01% 1242
2026
Q1 		$71.8K Sell
13,010
-12,385
-49% -$73.4K ﹤0.01% 1119
2025
Q4 		$156K Buy
+25,395
New +$158K 0.01% 973

Other funds holding PCF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Savvy Advisors Inc's PCF Position: Q2 2026 in Review

Savvy Advisors Inc reduced its High Income Securities Fund (PCF) stake by 12% in Q2 2026, selling an estimated $8.69K and leaving 11,460 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Savvy Advisors Inc first reported a position in PCF in Q4 2025 and has held it in 3 quarters since. The position peaked at $156K in Q4 2025. 56 funds tracked by Wall St. Rank hold PCF as of Q2 2026.

  • Savvy Advisors Inc held 11,460 shares of High Income Securities Fund worth $62.7K as of Q2 2026.
  • Savvy Advisors Inc sold 1,550 High Income Securities Fund shares in Q2 2026, an estimated $8.69K.
  • High Income Securities Fund made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1242 holding.
  • Savvy Advisors Inc first reported a position in High Income Securities Fund in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's High Income Securities Fund position peaked at $156K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held High Income Securities Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.