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Pimco Income Strategy Fund shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth 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 Navis Wealth 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $549k 69k 8.00

More positions owned by Navis Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tidal Trust Ii Defiance Oil Enh (USOY)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Symbotic Class A Com (SYM)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)
BlackRock Global Energy & Resources Trus (BGR)
Pimco Etf Tr Active Bd Etf (BOND)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)
Global X Fds Glb X Mlp Enrg I (MLPX)

View all positions for Navis Wealth 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