United Capital Financial Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

United Capital Financial Advisors’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 Q2	–	Sell	-14,754	Closed	-$150K	–	1176
2022 Q1	$150K	Sell	14,754 -179	-1%	-$1.85K	﹤0.01%	1119
2021 Q4	$164K	Buy	14,933 +547	+4%	+$6.08K	﹤0.01%	1163
2021 Q3	$167K	Buy	14,386 +168	+1%	+$2.1K	﹤0.01%	1155
2021 Q2	$181K	Buy	14,218 +75	+0.5%	+$929	﹤0.01%	1183
2021 Q1	$170K	Buy	+14,143	New	+$166K	﹤0.01%	1144

Other funds holding PFL

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIA

Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

United Capital Financial Advisors's PFL Position: Q2 2022 in Review

United Capital Financial Advisors sold out of PIMCO Income Strategy Fund (PFL) in Q2 2022, closing a stake of 14,754 shares — an estimated $150K sold.

United Capital Financial Advisors first reported a position in PFL in Q1 2021 and held it in 5 quarters. The position peaked at $181K in Q2 2021. 61 funds tracked by Wall St. Rank hold PFL as of Q2 2022.

United Capital Financial Advisors reported no remaining PIMCO Income Strategy Fund position as of Q2 2022 after selling out during the quarter.
United Capital Financial Advisors sold 14,754 PIMCO Income Strategy Fund shares in Q2 2022, an estimated $150K.
United Capital Financial Advisors first reported a position in PIMCO Income Strategy Fund in Q1 2021 and held it in 5 quarters.
United Capital Financial Advisors's PIMCO Income Strategy Fund position peaked at $181K in Q2 2021.
61 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.