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Pimco Income Strategy Fund shares owned by Clear Point Advisors

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

Historical chart of Clear Point 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 Clear Point 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $295k 5.6k 52.19

More positions owned by Clear Point Advisors

Innovator Etfs Trust Ibd 50 Etf (FFTY)
State Street Corporation (STT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
JPMorgan Chase & Co. (JPM)
Vanguard World Comm Srvc Etf (VOX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Doubleline Etf Trust Commercial Real (DCRE)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Graniteshares Gold Tr Shs Ben Int (BAR)
Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
WisdomTree Investments (WT)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Clear Point Advisors

Top funds holding Pimco Income Strategy Fund

Guggenheim Capital, LLC Managers
Ameriprise Financial
Morgan Stanley
Independent Financial Group
Hohimer Wealth Management
LPL Financial
Wells Fargo & Company
Invesco
GraniteShares Advisors
Stifel Financial
Centaurus Financial
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Bank of America Corporation

View all funds holding Pimco Income Strategy Fund