Wealthcare Advisory Partners’s PIMCO High Income Fund PHK Stock Holding History

Wealthcare Advisory Partners’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 Q2	$116K	Sell	24,800 -200	-0.8%	-$921	﹤0.01%	1058
2026 Q1	$116K	Hold	25,000	–	–	﹤0.01%	1047
2025 Q4	$122K	Hold	25,000	–	–	﹤0.01%	1043
2025 Q3	$125K	Buy	25,000 +200	+0.8%	+$978	﹤0.01%	995
2025 Q2	$119K	Buy	24,800 +11,000	+80%	+$52K	﹤0.01%	949
2025 Q1	$67.5K	Hold	13,800	–	–	﹤0.01%	895
2024 Q4	$67.1K	Hold	13,800	–	–	﹤0.01%	881
2024 Q3	$69K	Buy	+13,800	New	+$66.9K	﹤0.01%	867
2022 Q1	–	Sell	-11,200	Closed	-$69K	–	582
2021 Q4	$69K	Sell	11,200 -2,000	-15%	-$12.5K	﹤0.01%	568
2021 Q3	$83K	Hold	13,200	–	–	0.01%	538
2021 Q2	$90K	Buy	13,200 +2,800	+27%	+$19.2K	0.01%	544
2021 Q1	$70K	Buy	+10,400	New	+$65.5K	0.01%	780
2020 Q2	–	Sell	-1,300	Closed	-$6K	–	1070
2020 Q1	$6K	Buy	+1,300	New	+$8.85K	﹤0.01%	1067

Other funds holding PHK

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return