Wealthcare Advisory Partners’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Wealthcare Advisory Partners’s Portfolio PCN Stock Details PCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$136K	Buy	12,787 +801	+7%	+$9.27K	﹤0.01%	1082
2026 Q2	$143K	Buy	11,986 +507	+4%	+$6.02K	﹤0.01%	1051
2026 Q1	$137K	Buy	11,479 +1,072	+10%	+$13.4K	﹤0.01%	1043
2025 Q4	$133K	Buy	+10,407	New	+$134K	﹤0.01%	1040
2021 Q2	–	Sell	-6,135	Closed	-$106K	–	1462
2021 Q1	$106K	Buy	+6,135	New	+$106K	0.01%	648
2020 Q3	–	Sell	-13,882	Closed	-$220K	–	366
2020 Q2	$220K	Sell	13,882 -3,380	-20%	-$50.9K	0.03%	286
2020 Q1	$230K	Buy	17,262 +116	+0.7%	+$2.05K	0.03%	246
2019 Q4	$328K	Sell	17,146 -235	-1%	-$4.43K	0.04%	225
2019 Q3	$319K	Sell	17,381 -2,027	-10%	-$36.1K	0.05%	203
2019 Q2	$332K	Sell	19,408 -1,858	-9%	-$32.4K	0.05%	191
2019 Q1	$366K	Sell	21,266 -36,835	-63%	-$601K	0.06%	160
2018 Q4	$865K	Buy	58,101 +8,038	+16%	+$132K	0.17%	78
2018 Q3	$916K	Buy	50,063 +42,836	+593%	+$780K	0.17%	81
2018 Q2	$127K	Buy	7,227 +6,227	+623%	+$108K	0.02%	290
2018 Q1	$17K	Buy	1,000 +110	+12%	+$1.86K	﹤0.01%	625
2017 Q4	$15K	Hold	890	–	–	﹤0.01%	594
2017 Q3	$16K	Buy	+890	New	+$15.3K	﹤0.01%	464

Other funds holding PCN

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wealthcare Advisory Partners's PCN Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its PIMCO Corporate & Income Strategy Fund (PCN) stake by 6.7% in Q3 2026, buying an estimated $9.27K and bringing the position to 12,787 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Wealthcare Advisory Partners first reported a position in PCN in Q3 2017 and has held it in 17 quarters since. The position peaked at $916K in Q3 2018. 27 funds tracked by Wall St. Rank hold PCN as of Q3 2026.

Wealthcare Advisory Partners held 12,787 shares of PIMCO Corporate & Income Strategy Fund worth $136K as of Q3 2026.
Wealthcare Advisory Partners bought 801 PIMCO Corporate & Income Strategy Fund shares in Q3 2026, an estimated $9.27K.
PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #1082 holding.
Wealthcare Advisory Partners first reported a position in PIMCO Corporate & Income Strategy Fund in Q3 2017 and has held it in 17 quarters since.
Wealthcare Advisory Partners's PIMCO Corporate & Income Strategy Fund position peaked at $916K in Q3 2018.
27 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.