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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealthcare Advisory Partners's PHK Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its PIMCO High Income Fund (PHK) stake by 0.8% in Q2 2026, selling an estimated $921 and leaving 24,800 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Wealthcare Advisory Partners first reported a position in PHK in Q1 2020 and has held it in 13 quarters since. The position peaked at $125K in Q3 2025. 135 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

Wealthcare Advisory Partners held 24,800 shares of PIMCO High Income Fund worth $116K as of Q2 2026.
Wealthcare Advisory Partners sold 200 PIMCO High Income Fund shares in Q2 2026, an estimated $921.
PIMCO High Income Fund made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1058 holding.
Wealthcare Advisory Partners first reported a position in PIMCO High Income Fund in Q1 2020 and has held it in 13 quarters since.
Wealthcare Advisory Partners's PIMCO High Income Fund position peaked at $125K in Q3 2025.
135 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.