SWP
PCN

Strategic Wealth Partners’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Strategic Wealth Partners’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 		$9.56K Hold
800
– – ﹤0.01% 932
2026
Q1 		$9.52K Hold
800
– – ﹤0.01% 903
2025
Q4 		$10.2K Hold
800
– – ﹤0.01% 891
2025
Q3 		$10.7K Sell
800
-570
-42% -$7.35K ﹤0.01% 877
2025
Q2 		$17.4K Buy
+1,370
New +$17.4K ﹤0.01% 680

Other funds holding PCN

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PS
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

Strategic Wealth Partners's PCN Position: Q2 2026 in Review

Strategic Wealth Partners held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q2 2026 at 800 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Strategic Wealth Partners first reported a position in PCN in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.4K in Q2 2025. 119 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

  • Strategic Wealth Partners held 800 shares of PIMCO Corporate & Income Strategy Fund worth $9.56K as of Q2 2026.
  • Strategic Wealth Partners left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q2 2026.
  • PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #932 holding.
  • Strategic Wealth Partners first reported a position in PIMCO Corporate & Income Strategy Fund in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's PIMCO Corporate & Income Strategy Fund position peaked at $17.4K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.