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

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return