WIM
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WealthPlan Investment Management’s PIMCO Income Strategy Fund PFL Stock Holding History

WealthPlan Investment Management’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,232
Closed -$155K – 388
2025
Q3 		$155K Buy
18,232
+518
+3% +$4.37K 0.01% 330
2025
Q2 		$148K Buy
17,714
+503
+3% +$4.15K 0.01% 338
2025
Q1 		$148K Buy
17,211
+487
+3% +$4.14K 0.01% 262
2024
Q4 		$140K Buy
16,724
+374
+2% +$3.18K 0.01% 258
2024
Q3 		$140K Buy
+16,350
New +$136K 0.01% 243

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthPlan Investment Management's PFL Position: Q4 2025 in Review

WealthPlan Investment Management sold out of PIMCO Income Strategy Fund (PFL) in Q4 2025, closing a stake of 18,232 shares — an estimated $155K sold.

WealthPlan Investment Management first reported a position in PFL in Q3 2024 and held it in 5 quarters. The position peaked at $155K in Q3 2025. 78 funds tracked by Wall St. Rank hold PFL as of Q4 2025.

  • WealthPlan Investment Management reported no remaining PIMCO Income Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 18,232 PIMCO Income Strategy Fund shares in Q4 2025, an estimated $155K.
  • WealthPlan Investment Management first reported a position in PIMCO Income Strategy Fund in Q3 2024 and held it in 5 quarters.
  • WealthPlan Investment Management's PIMCO Income Strategy Fund position peaked at $155K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q4 2025.

Based on WealthPlan Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.