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Pimco Income Strategy Fund II shares owned by Semus Wealth Partners

Quarter-by-quarter ownership of Pimco Income Strategy Fund II (PFN) shares owned by Semus Wealth Partners from 13F filings

Historical chart of Semus Wealth Partners investment in Pimco Income Strategy Fund II

Tip: Access up to 7 years of quarterly data

All positions including Pimco Income Strategy Fund II held by Semus Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Income Strategy Fund II by Semus Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $510k 71k 7.23
2023-09-30 $529k 80k 6.59
2023-06-30 $580k 80k 7.21
2023-03-31 $569k 79k 7.17
2022-12-31 $576k 82k 7.07

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View all positions for Semus Wealth Partners

Top funds holding Pimco Income Strategy Fund II

Rivernorth Capital Management
EverSource Wealth Advisors
Guggenheim Capital, LLC Managers
Penserra Capital Management
Shaker Financial Services
PFG Investments
Consolidated Portfolio Review Corp
Commonwealth Equity Services
Raymond James & Associates
Horizon Kinetics Asset Management
Wells Fargo & Company
Moors & Cabot
Bank of America Corporation
Private Trust Co Na
UBS Group

View all funds holding Pimco Income Strategy Fund II