J.w. Cole Advisors »

Pimco Income Strategy Fund shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Pimco Income Strategy Fund (PFL) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole 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 J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Income Strategy Fund by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $462k 54k 8.52
2025-06-30 $483k 58k 8.34
2025-03-31 $534k 62k 8.60
2024-03-31 $142k 17k 8.49
2022-03-31 $2.0k 20k 0.10

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Pimco Income Strategy Fund

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

View all funds holding Pimco Income Strategy Fund