Western Wealth Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Western Wealth 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
2026 Q2	$111K	Sell	14,035 -2,753	-16%	-$21.6K	﹤0.01%	986
2026 Q1	$134K	Sell	16,788 -1,557	-8%	-$12.9K	0.01%	940
2025 Q4	$155K	Sell	18,345 -1,393	-7%	-$11.7K	0.01%	816
2025 Q3	$168K	Sell	19,738 -803	-4%	-$6.78K	0.01%	747
2025 Q2	$171K	Buy	20,541 +219	+1%	+$1.81K	0.01%	709
2025 Q1	$175K	Sell	20,322 -725	-3%	-$6.16K	0.01%	657
2024 Q4	$176K	Sell	21,047 -1,558	-7%	-$13.2K	0.01%	739
2024 Q3	$194K	Sell	22,605 -8,762	-28%	-$72.8K	0.01%	718
2024 Q2	$256K	Sell	31,367 -9,569	-23%	-$79.5K	0.02%	544
2024 Q1	$347K	Sell	40,936 -12,518	-23%	-$106K	0.03%	462
2023 Q4	$451K	Sell	53,454 -424	-0.8%	-$3.32K	0.03%	443
2023 Q3	$413K	Sell	53,878 -3,576	-6%	-$28.7K	0.03%	429
2023 Q2	$471K	Buy	57,454 +7	+0%	+$56	0.04%	383
2023 Q1	$467K	Buy	57,447 +10,630	+23%	+$90.4K	0.04%	385
2022 Q4	$380K	Buy	+46,817	New	+$387K	0.04%	405

Other funds holding PFL

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

IFG

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

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

HWM

Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return

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

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

SFS

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Western Wealth Management's PFL Position: Q2 2026 in Review

Western Wealth Management reduced its PIMCO Income Strategy Fund (PFL) stake by 16% in Q2 2026, selling an estimated $21.6K and leaving 14,035 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Western Wealth Management first reported a position in PFL in Q4 2022 and has held it in 15 quarters since. The position peaked at $471K in Q2 2023. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

Western Wealth Management held 14,035 shares of PIMCO Income Strategy Fund worth $111K as of Q2 2026.
Western Wealth Management sold 2,753 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $21.6K.
PIMCO Income Strategy Fund made up ﹤0.01% of Western Wealth Management's portfolio in Q2 2026, its #986 holding.
Western Wealth Management first reported a position in PIMCO Income Strategy Fund in Q4 2022 and has held it in 15 quarters since.
Western Wealth Management's PIMCO Income Strategy Fund position peaked at $471K in Q2 2023.
82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.