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PFN

PIMCO Income Strategy Fund II
PFN

Name Holding Trade Value Shares
Change 		Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$15.8M -$457K -44,229 -3%
GC
2
Guggenheim Capital
Illinois
$9.89M +$1.27M +122,799 +15%
FFA
3
First Foundation Advisors
California
$6.74M -$40.5K -3,920 -0.6%
Bessemer Group
4
Bessemer Group
New Jersey
$6.2M +$300K +29,000 +5%
HK
5
Horizon Kinetics
New York
$5.88M -$142K -13,730 -2%
ACM
6
Arlington Capital Management
Illinois
$5.2M +$5.15M +498,545 New
Invesco
7
Invesco
Georgia
$4.85M -$7.77K -752 -0.2%
PP
8
Prudential plc
United Kingdom
$4.17M – – –
Morgan Stanley
9
Morgan Stanley
New York
$3.99M +$210K +20,304 +6%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.25M +$22.6K +2,192 +0.7%
GWM
11
Graybill Wealth Management
Illinois
$2.77M -$71.8K -6,950 -3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.7M +$150K +14,485 +6%
PA
13
Pinnacle Associates
New York
$2.08M -$78.7K -7,620 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.97M +$164K +15,919 +9%
UBS Group
15
UBS Group
Switzerland
$1.55M -$5.06K -490 -0.3%
Bank of America
16
Bank of America
North Carolina
$1.51M -$23.2K -2,245 -2%
BRWA
17
B. Riley Wealth Advisors
Florida
$1.5M -$24.9K -2,409 -2%
LPL Financial
18
LPL Financial
California
$1.46M +$368K +35,625 +34%
AC
19
Addison Capital
Pennsylvania
$1.04M -$43.3K -4,191 -4%
ICA
20
Infrastructure Capital Advisors
New York
$909K +$310K +30,000 +53%
CSA
21
Cottage Street Advisors
Massachusetts
$888K – – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$822K -$33.3K -3,221 -4%
WWMSC
23
Wagner Wealth Management (South Carolina)
South Carolina
$751K -$3.62K -350 -0.5%
Wells Fargo
24
Wells Fargo
California
$749K +$19.2K +1,860 +3%
SIM
25
Sonora Investment Management
Arizona
$723K – – –
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