We are live on ! Find out more
PFL

PIMCO Income Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
F
1
F3Logic
Minnesota
$6.85M +$414K +37,289 +6%
Invesco
2
Invesco
Georgia
$2.85M +$204K +18,387 +8%
Creative Planning
3
Creative Planning
Kansas
$2.06M +$97.2K +8,749 +5%
AIA
4
Armor Investment Advisors
North Carolina
$2.03M +$109K +9,812 +6%
Morgan Stanley
5
Morgan Stanley
New York
$1.91M +$177K +15,960 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.7M -$158K -14,211 -8%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.68M +$33.7K +3,034 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.57M -$889 -80 -0.1%
Bank of America
9
Bank of America
North Carolina
$1.56M -$863K -77,744 -35%
HKAM
10
Horizon Kinetics Asset Management
New York
$1.49M -$142K -12,780 -9%
CAN
11
Cetera Advisor Networks
California
$1.48M +$136K +12,204 +10%
NA
12
NewEdge Advisors
Louisiana
$1.03M +$1.05M +94,360 New
Truist Financial
13
Truist Financial
North Carolina
$1.02M +$29K +2,608 +3%
KWM
14
Kingsview Wealth Management
Oregon
$982K -$24.2K -2,181 -2%
CF
15
Centaurus Financial
California
$833K +$55.5K +5,000 +7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$704K +$9.87K +889 +1%
SIMG
17
Sonora Investment Management Group
Arizona
$655K +$663K +59,671 New
AWM
18
Apollon Wealth Management
South Carolina
$639K
BRWA
19
B. Riley Wealth Advisors
Florida
$630K +$390K +35,146 +158%
UBS Group
20
UBS Group
Switzerland
$572K +$6.05K +545 +1%
Wells Fargo
21
Wells Fargo
California
$544K -$63.9K -5,751 -10%
KOMWMG
22
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$544K +$551K +49,617 New
LPL Financial
23
LPL Financial
California
$508K +$71.4K +6,429 +16%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$500K +$11.5K +1,032 +2%
DADC
25
D.A. Davidson & Co
Montana
$463K -$30.3K -2,725 -6%