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 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%	649
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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFG

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

HWM

Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Western Wealth Management's PFL Position: Q1 2026 in Review

Western Wealth Management reduced its PIMCO Income Strategy Fund (PFL) stake by 8.5% in Q1 2026, selling an estimated $12.9K and leaving 16,788 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #940.

Western Wealth Management first reported a position in PFL in Q4 2022 and has held it in 14 quarters since. The position peaked at $471K in Q2 2023. 87 funds tracked by Wall St. Rank hold PFL as of Q1 2026.

Western Wealth Management held 16,788 shares of PIMCO Income Strategy Fund worth $134K as of Q1 2026.
Western Wealth Management sold 1,557 PIMCO Income Strategy Fund shares in Q1 2026, an estimated $12.9K.
PIMCO Income Strategy Fund made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #940 holding.
Western Wealth Management first reported a position in PIMCO Income Strategy Fund in Q4 2022 and has held it in 14 quarters since.
Western Wealth Management's PIMCO Income Strategy Fund position peaked at $471K in Q2 2023.
87 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.