Wealth Enhancement Advisory Services
PFN

Wealth Enhancement Advisory Services’s PIMCO Income Strategy Fund II PFN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PFN Stock Details PFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90K Buy
12,661
+395
+3% +$2.75K ﹤0.01% 3822
2026
Q1 		$84.5K Sell
12,266
-105
-0.8% -$760 ﹤0.01% 3348
2025
Q4 		$91.8K Buy
+12,371
New +$92.3K ﹤0.01% 3450

Other funds holding PFN

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Income Strategy Fund II (PFN) stake by 3.2% in Q2 2026, buying an estimated $2.75K and bringing the position to 12,661 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #3822.

Wealth Enhancement Advisory Services first reported a position in PFN in Q4 2025 and has held it in 3 quarters since. The position peaked at $91.8K in Q4 2025. 15 funds tracked by Wall St. Rank hold PFN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,661 shares of PIMCO Income Strategy Fund II worth $90K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 395 PIMCO Income Strategy Fund II shares in Q2 2026, an estimated $2.75K.
  • PIMCO Income Strategy Fund II made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3822 holding.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO Income Strategy Fund II in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's PIMCO Income Strategy Fund II position peaked at $91.8K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund II as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.