SWM
PFL

Spire Wealth Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Spire Wealth Management’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
2021
Q3 		– Sell
-700
Closed -$9K – 2628
2021
Q2 		$9K Buy
+700
New +$8.67K ﹤0.01% 2162

Other funds holding PFL

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Spire Wealth Management's PFL Position: Q3 2021 in Review

Spire Wealth Management sold out of PIMCO Income Strategy Fund (PFL) in Q3 2021, closing a stake of 700 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in PFL in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 53 funds tracked by Wall St. Rank hold PFL as of Q3 2021.

  • Spire Wealth Management reported no remaining PIMCO Income Strategy Fund position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 700 PIMCO Income Strategy Fund shares in Q3 2021, an estimated $9K.
  • Spire Wealth Management first reported a position in PIMCO Income Strategy Fund in Q2 2021 and held it in 1 quarter.
  • Spire Wealth Management's PIMCO Income Strategy Fund position peaked at $9K in Q2 2021.
  • 53 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.