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
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

MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Strategic Wealth Partners's PCN Position: Q1 2026 in Review

Strategic Wealth Partners held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q1 2026 at 800 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Strategic Wealth Partners first reported a position in PCN in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.4K in Q2 2025. 121 funds tracked by Wall St. Rank hold PCN as of Q1 2026.

  • Strategic Wealth Partners held 800 shares of PIMCO Corporate & Income Strategy Fund worth $9.52K as of Q1 2026.
  • Strategic Wealth Partners left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q1 2026.
  • PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #903 holding.
  • Strategic Wealth Partners first reported a position in PIMCO Corporate & Income Strategy Fund in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's PIMCO Corporate & Income Strategy Fund position peaked at $17.4K in Q2 2025.
  • 121 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.