SHP Wealth Management »

PIMCO Global StocksPLUS & Income Fund shares owned by SHP Wealth Management

Quarter-by-quarter ownership of PIMCO Global StocksPLUS & Income Fund (PGP) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management investment in PIMCO Global StocksPLUS & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Global StocksPLUS & Income Fund held by SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PIMCO Global StocksPLUS & Income Fund by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $26k 3.0k 8.62

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr High Yld Systm B (HYDB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for SHP Wealth Management

Top funds holding PIMCO Global StocksPLUS & Income Fund

Shaker Financial Services
Rivernorth Capital Management
LPL Financial
Morgan Stanley
Cohen & Steers Capital Management
Kestra Advisory Services
Guggenheim Capital, LLC Managers
UBS Group
Branch Banking & Trust Company
Envestnet Asset Management
Cetera Investment Advisers
Citadel Advisors
Goss Wealth Management
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding PIMCO Global StocksPLUS & Income Fund