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Pimco Income Strategy Fund II shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $603k 80k 7.50

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Top funds holding Pimco Income Strategy Fund II

Rivernorth Capital Management
Guggenheim Capital, LLC Managers
Steward Partners Investment Advisory
LPL Financial
Ameriprise Financial
EverSource Wealth Advisors
Cohen & Steers Capital Management
Wells Fargo & Company
Invesco
Concurrent Investment Advisors
J.w. Cole Advisors
CoreCap Advisors
Raymond James Financial
Private Trust Co Na
Horizon Kinetics Asset Management

View all funds holding Pimco Income Strategy Fund II