SIS
PFL

Sound Income Strategies’s PIMCO Income Strategy Fund PFL Stock Holding History

Sound Income Strategies’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,072
Closed -$9.22K – 1681
2025
Q1 		$9.22K Buy
1,072
+31
+3% +$263 ﹤0.01% 924
2024
Q4 		$8.73K Buy
1,041
+29
+3% +$246 ﹤0.01% 867
2024
Q3 		$8.67K Buy
1,012
+29
+3% +$241 ﹤0.01% 824
2024
Q2 		$8.01K Buy
983
+28
+3% +$233 ﹤0.01% 819
2024
Q1 		$8.1K Buy
+955
New +$8.08K ﹤0.01% 809

Other funds holding PFL

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sound Income Strategies's PFL Position: Q2 2025 in Review

Sound Income Strategies sold out of PIMCO Income Strategy Fund (PFL) in Q2 2025, closing a stake of 1,072 shares — an estimated $9.22K sold.

Sound Income Strategies first reported a position in PFL in Q1 2024 and held it in 5 quarters. The position peaked at $9.22K in Q1 2025. 75 funds tracked by Wall St. Rank hold PFL as of Q2 2025.

  • Sound Income Strategies reported no remaining PIMCO Income Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 1,072 PIMCO Income Strategy Fund shares in Q2 2025, an estimated $9.22K.
  • Sound Income Strategies first reported a position in PIMCO Income Strategy Fund in Q1 2024 and held it in 5 quarters.
  • Sound Income Strategies's PIMCO Income Strategy Fund position peaked at $9.22K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.