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
$6.11M -$263K -25,485 -4%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.4M +$1.86M +180,280 +118%
Invesco
3
Invesco
Georgia
$2.44M -$211K -20,406 -8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.3M +$728K +70,531 +45%
AIA
5
Armor Investment Advisors
North Carolina
$2.17M +$280K +27,155 +15%
Creative Planning
6
Creative Planning
Kansas
$2.08M +$169K +16,317 +9%
Morgan Stanley
7
Morgan Stanley
New York
$2.04M +$273K +26,391 +15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.47M +$5.3K +513 +0.4%
CAN
9
Cetera Advisor Networks
California
$1.45M +$68.1K +6,591 +5%
Bank of America
10
Bank of America
North Carolina
$1.38M -$74.9K -7,248 -5%
HKAM
11
Horizon Kinetics Asset Management
New York
$1.35M -$29.6K -2,866 -2%
Ameriprise
12
Ameriprise
Minnesota
$1.07M +$904K +87,536 +490%
NA
13
NewEdge Advisors
Louisiana
$1.02M +$55.2K +5,340 +6%
Truist Financial
14
Truist Financial
North Carolina
$977K +$30K +2,908 +3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$940K +$743K +71,949 +356%
KWM
16
Kingsview Wealth Management
Oregon
$917K +$3.83K +371 +0.4%
CF
17
Centaurus Financial
California
$784K +$9.2K +891 +1%
CA
18
Cetera Advisors
Colorado
$686K +$694K +67,223 New
SIMG
19
Sonora Investment Management Group
Arizona
$608K -$1.14K -110 -0.2%
AWM
20
Apollon Wealth Management
South Carolina
$594K
UBS Group
21
UBS Group
Switzerland
$531K -$1.19K -115 -0.2%
Wells Fargo
22
Wells Fargo
California
$514K +$8.42K +815 +2%
IA
23
IFP Advisors
Florida
$488K +$413K +40,030 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$477K +$11.4K +1,108 +2%
LPL Financial
25
LPL Financial
California
$474K +$1.55K +150 +0.3%