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

Spire 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
2026 Q2	$5.97K	Hold	500	–	–	﹤0.01%	1788
2026 Q1	$5.95K	Hold	500	–	–	﹤0.01%	1788
2025 Q4	$6.38K	Hold	500	–	–	﹤0.01%	1855
2025 Q3	$6.69K	Hold	500	–	–	﹤0.01%	1889
2025 Q2	$6.34K	Hold	500	–	–	﹤0.01%	1875
2025 Q1	$6.83K	Buy	+500	New	+$6.8K	﹤0.01%	1971

Other funds holding PCN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Spire Wealth Management's PCN Position: Q2 2026 in Review

Spire Wealth Management held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q2 2026 at 500 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Spire Wealth Management first reported a position in PCN in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.83K in Q1 2025. 119 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

Spire Wealth Management held 500 shares of PIMCO Corporate & Income Strategy Fund worth $5.97K as of Q2 2026.
Spire Wealth Management left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q2 2026.
PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1788 holding.
Spire Wealth Management first reported a position in PIMCO Corporate & Income Strategy Fund in Q1 2025 and has held it in 6 quarters since.
Spire Wealth Management's PIMCO Corporate & Income Strategy Fund position peaked at $6.83K in Q1 2025.
119 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.