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PFN

PIMCO Income Strategy Fund II
PFN

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$20.1M +$573K +76,133 +3%
GC
2
Guggenheim Capital
Illinois
$12.8M +$2.25M +298,861 +21%
LPL Financial
3
LPL Financial
California
$8.26M -$137K -18,235 -2%
EWA
4
EverSource Wealth Advisors
Alabama
$6.51M +$351K +46,596 +6%
Cohen & Steers
5
Cohen & Steers
New York
$6.01M +$188K +25,000 +3%
Invesco
6
Invesco
Georgia
$4.77M +$247K +32,872 +5%
Morgan Stanley
7
Morgan Stanley
New York
$3.8M +$737K +97,972 +24%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$3.74M +$70.3K +9,339 +2%
Ameriprise
9
Ameriprise
Minnesota
$3.56M +$137K +18,219 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$3.44M +$3.48M +462,416 New
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$3.31M +$344K +45,773 +11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.76M +$47.2K +6,273 +2%
CPRC
13
Consolidated Portfolio Review Corp
New York
$2.7M +$95.9K +12,749 +4%
NWMP
14
Noble Wealth Management PBC
Colorado
$2.47M +$2.5M +331,735 New
Wells Fargo
15
Wells Fargo
California
$2.07M +$520K +69,087 +33%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.05M -$484K -64,381 -19%
HKAM
17
Horizon Kinetics Asset Management
New York
$1.92M -$515K -68,500 -21%
PTC
18
Private Trust Company
Ohio
$1.39M +$38K +5,045 +3%
CA
19
CoreCap Advisors
Michigan
$1.36M +$64.9K +8,625 +5%
JWCA
20
J.W. Cole Advisors
Florida
$1.15M +$371K +49,350 +47%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1M +$586K +77,847 +137%
SWP
22
Stratos Wealth Partners
Ohio
$929K +$170K +22,597 +22%
CL
23
Choreo LLC
Illinois
$763K +$184K +24,459 +31%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$737K +$181K +24,000 +32%
UBS Group
25
UBS Group
Switzerland
$732K -$98.4K -13,085 -12%
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