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Pimco Income Strategy Fund II shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Pimco Income Strategy Fund II (PFN) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Pimco Income Strategy Fund II

Tip: Access up to 7 years of quarterly data

All positions including Pimco Income Strategy Fund II held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Income Strategy Fund II by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $237k 33k 7.30
2023-09-30 $420k 63k 6.64
2023-06-30 $461k 63k 7.28
2023-03-31 $460k 64k 7.24
2022-12-31 $453k 64k 7.14
2022-09-30 $526k 75k 6.97
2022-06-30 $107k 14k 7.89
2022-03-31 $372k 43k 8.67

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Pimco Income Strategy Fund II

Rivernorth Capital Management
EverSource Wealth Advisors
Guggenheim Capital, LLC Managers
Penserra Capital Management
Shaker Financial Services
PFG Investments
Consolidated Portfolio Review Corp
Commonwealth Equity Services
Raymond James & Associates
Horizon Kinetics Asset Management
Wells Fargo & Company
Moors & Cabot
Bank of America Corporation
Private Trust Co Na
UBS Group

View all funds holding Pimco Income Strategy Fund II