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Pimco Income Strategy Fund II shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource 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 II by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.8M 799k 7.23
2024-03-31 $5.6M 762k 7.30
2023-12-31 $5.2M 725k 7.23
2023-09-30 $4.4M 675k 6.59
2023-06-30 $4.8M 666k 7.21
2023-03-31 $4.2M 580k 7.17

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View all positions for EverSource Wealth Advisors

Top funds holding Pimco Income Strategy Fund II

Rivernorth Capital Management
Guggenheim Capital, LLC Managers
LPL Financial
Penserra Capital Management
EverSource Wealth Advisors
Cohen & Steers Capital Management
Invesco
Northwestern Mutual Wealth Management Company
Thomas J. Herzfeld Advisors
Morgan Stanley
Consolidated Portfolio Review Corp
Commonwealth Equity Services
Wells Fargo & Company
Raymond James & Associates
Envestnet Asset Management

View all funds holding Pimco Income Strategy Fund II