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PFN

PIMCO Income Strategy Fund II
PFN

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$5.31M +$411K +43,315 +9%
Cohen & Steers
2
Cohen & Steers
New York
$5.07M -$3.58M -376,748 -42%
Invesco
3
Invesco
Georgia
$4.82M +$276K +29,054 +6%
HKAM
4
Horizon Kinetics Asset Management
New York
$4.34M -$33.8K -3,560 -0.8%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.56M +$63.4K +6,674 +2%
BRWA
6
B. Riley Wealth Advisors
Florida
$3.54M +$115K +12,145 +4%
SWA
7
Sightline Wealth Advisors
Connecticut
$3.37M +$3.23M +339,815 New
Morgan Stanley
8
Morgan Stanley
New York
$2.92M -$79.9K -8,415 -3%
HIP
9
HUB Investment Partners
Texas
$2.43M +$2.54M +267,438 New
Bank of America
10
Bank of America
North Carolina
$2.42M +$15.9K +1,669 +0.7%
Ameriprise
11
Ameriprise
Minnesota
$2.19M -$217K -22,811 -9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.08M +$141K +14,837 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.99M +$41.1K +4,324 +2%
SC
14
Scotia Capital
Ontario, Canada
$1.69M +$313K +32,929 +24%
UBS Group
15
UBS Group
Switzerland
$1.55M -$8.44K -888 -0.6%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.22M -$1.43M -150,688 -55%
GC
17
Guggenheim Capital
Illinois
$1.11M +$218K +22,986 +26%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$1.07M -$19.9K -2,100 -2%
PA
19
Pinnacle Associates
New York
$990K -$9.5K -1,000 -1%
SWP
20
Stratos Wealth Partners
Ohio
$968K +$32.6K +3,431 +4%
AC
21
Addison Capital
Pennsylvania
$841K -$13.1K -1,380 -2%
SF
22
Synovus Financial
Georgia
$747K +$10.3K +1,085 +1%
SIM
23
Sonora Investment Management
Arizona
$683K – – –
CCFM
24
Clear Creek Financial Management
Washington
$651K +$624K +65,650 New
RJA
25
Raymond James & Associates
Florida
$526K -$11.1K -1,166 -2%
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