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Pimco Income Strategy Fund shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Pimco Income Strategy Fund (PFL) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Pimco Income Strategy Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Income Strategy Fund held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Income Strategy Fund by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $174k 21k 8.43

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Apple Put Option (AAPL)
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NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
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View all positions for Beacon Pointe Advisors

Top funds holding Pimco Income Strategy Fund

Guggenheim Capital, LLC Managers
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Rivernorth Capital Management
GraniteShares Advisors
Invesco
Hohimer Wealth Management
Stifel Financial
Centaurus Financial
Commonwealth Equity Services
Advisor Group Holdings
Royal Bank of Canada
Cetera Investment Advisers
Pinnacle Financial Partners

View all funds holding Pimco Income Strategy Fund