TCWM
PFL

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

Total Clarity 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
2022
Q3 		– Sell
-1,150
Closed -$10K – 770
2022
Q2 		$10K Buy
+1,150
New +$10.8K 0.01% 674

Other funds holding PFL

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Total Clarity Wealth Management's PFL Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of PIMCO Income Strategy Fund (PFL) in Q3 2022, closing a stake of 1,150 shares — an estimated $10K sold.

Total Clarity Wealth Management first reported a position in PFL in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 62 funds tracked by Wall St. Rank hold PFL as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining PIMCO Income Strategy Fund position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,150 PIMCO Income Strategy Fund shares in Q3 2022, an estimated $10K.
  • Total Clarity Wealth Management first reported a position in PIMCO Income Strategy Fund in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's PIMCO Income Strategy Fund position peaked at $10K in Q2 2022.
  • 62 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.