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Pimco Income Strategy Fund shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Pimco Income Strategy Fund (PFL) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Pimco Income Strategy Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Income Strategy Fund held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Income Strategy Fund by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $155k 18k 8.52
2025-06-30 $148k 18k 8.34
2025-03-31 $148k 17k 8.60
2024-12-31 $140k 17k 8.38
2024-09-30 $140k 16k 8.57

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View all positions for WealthPlan Investment Management

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