Wealth Enhancement Advisory Services
PHK icon

Wealth Enhancement Advisory Services’s PIMCO High Income Fund PHK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,379
Closed -$85.5K – 3804
2025
Q4 		$85.5K Sell
17,379
-18,479
-52% -$89.9K ﹤0.01% 3465
2025
Q3 		$179K Buy
35,858
+18,479
+106% +$90.4K ﹤0.01% 3176
2025
Q2 		$83.9K Sell
17,379
-5
-0% -$24 ﹤0.01% 3166
2025
Q1 		$85K Buy
+17,384
New +$85.4K ﹤0.01% 2791

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Guggenheim Capital
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Cetera Investment Advisers
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Envestnet Asset Management
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Wealth Enhancement Advisory Services's PHK Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of PIMCO High Income Fund (PHK) in Q1 2026, closing a stake of 17,379 shares — an estimated $85.5K sold.

Wealth Enhancement Advisory Services first reported a position in PHK in Q1 2025 and held it in 4 quarters. The position peaked at $179K in Q3 2025. 131 funds tracked by Wall St. Rank hold PHK as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining PIMCO High Income Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 17,379 PIMCO High Income Fund shares in Q1 2026, an estimated $85.5K.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO High Income Fund in Q1 2025 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's PIMCO High Income Fund position peaked at $179K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.