SWP
PFL

Stratos Wealth Partners’s PIMCO Income Strategy Fund PFL Stock Holding History

Stratos Wealth Partners’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
2026
Q1 		$201K Buy
25,149
+528
+2% +$4.38K ﹤0.01% 1536
2025
Q4 		$208K Buy
24,621
+695
+3% +$5.86K ﹤0.01% 1499
2025
Q3 		$204K Buy
23,926
+681
+3% +$5.75K ﹤0.01% 1463
2025
Q2 		$194K Buy
23,245
+1,324
+6% +$10.9K ﹤0.01% 1342
2025
Q1 		$189K Buy
+21,921
New +$186K ﹤0.01% 1284

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stratos Wealth Partners's PFL Position: Q1 2026 in Review

Stratos Wealth Partners increased its PIMCO Income Strategy Fund (PFL) stake by 2.1% in Q1 2026, buying an estimated $4.38K and bringing the position to 25,149 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Stratos Wealth Partners first reported a position in PFL in Q1 2025 and has held it in 5 quarters since. The position peaked at $208K in Q4 2025. 87 funds tracked by Wall St. Rank hold PFL as of Q1 2026.

  • Stratos Wealth Partners held 25,149 shares of PIMCO Income Strategy Fund worth $201K as of Q1 2026.
  • Stratos Wealth Partners bought 528 PIMCO Income Strategy Fund shares in Q1 2026, an estimated $4.38K.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1536 holding.
  • Stratos Wealth Partners first reported a position in PIMCO Income Strategy Fund in Q1 2025 and has held it in 5 quarters since.
  • Stratos Wealth Partners's PIMCO Income Strategy Fund position peaked at $208K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.