Stock Transactions — PIMCO INCOME STRATEGY FD II

Total Bought
1,277,327
51 transactions
Total Sold
695,214
37 transactions
Net
+582,113
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
GUGGENHEIM CAPITAL LLC1,414,8071,713,668+298,8610.080.11+0.03buy
MORGAN STANLEY412,004509,976+97,9720.000.00+0.00buy
ROYAL BANK OF CANADA56,819134,666+77,8470.000.00+0.00buy
RIVERNORTH CAPITAL MANAGEMENT, LLC2,623,3072,699,440+76,1330.970.97+0.00buy
WELLS FARGO & COMPANY/MN208,726277,813+69,0870.000.00+0.00buy
J.W. COLE ADVISORS, INC.105,608154,958+49,3500.030.05+0.01buy
EverSource Wealth Advisors, LLC826,917873,513+46,5960.400.37-0.03buy
Thomas J. Herzfeld Advisors, Inc.399,172444,945+45,7731.011.06+0.05buy
Moors & Cabot, Inc.16,31750,576+34,2590.010.02+0.01buy
Invesco Ltd.606,835639,707+32,8720.000.00-0.00buy
Kestra Advisory Services, LLC032,784+32,7840.000.00+0.00buy
CWM, LLC1,00031,210+30,2100.000.00+0.00buy
Apollon Wealth Management, LLC47,15774,249+27,0920.010.01+0.00buy
Root Financial Partners, LLC026,995+26,9950.000.02+0.02buy
StoneX Group Inc.025,303+25,3030.000.01+0.01buy
COHEN & STEERS, INC.781,234806,234+25,0000.010.01+0.00buy
CHOREO, LLC77,992102,451+24,4590.010.01+0.00buy
THRIVENT FINANCIAL FOR LUTHERANS75,00099,000+24,0000.000.00+0.00buy
Stratos Wealth Partners, LTD.102,070124,667+22,5970.010.01+0.00buy
Element Wealth, LLC021,305+21,3050.000.08+0.08buy
AMERIPRISE FINANCIAL INC459,861478,080+18,2190.000.00+0.00buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.017,233+17,2330.000.01+0.01buy
Rockefeller Capital Management L.P.57,71974,666+16,9470.000.00+0.00buy
Consolidated Portfolio Review Corp349,736362,485+12,7490.590.43-0.17buy
CENTAURUS FINANCIAL, INC.012,568+12,5680.000.01+0.01buy
READYSTATE ASSET MANAGEMENT LP012,120+12,1200.000.00+0.00buy
AVANTAX ADVISORY SERVICES, INC.011,695+11,6950.000.00+0.00buy
Aptus Capital Advisors, LLC23,37834,973+11,5950.000.00+0.00buy
IBEX WEALTH ADVISORS010,988+10,9880.000.01+0.01buy
World Investment Advisors010,776+10,7760.000.00+0.00buy
Focus Partners Wealth010,470+10,4700.000.00+0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO492,294501,633+9,3390.000.00-0.00buy
CoreCap Advisors, LLC173,400182,025+8,6250.060.06-0.00buy
ENVESTNET ASSET MANAGEMENT INC364,646370,919+6,2730.000.00-0.00buy
PRIVATE TRUST CO NA181,660186,705+5,0450.140.14+0.00buy
Compound Planning, Inc.47,85350,975+3,1220.020.02-0.00buy
GPS Wealth Strategies Group, LLC1,9004,069+2,1690.000.00+0.00buy
Allworth Financial LP01,915+1,9150.000.00+0.00buy
Main Street Financial Solutions, LLC47,25748,832+1,5750.030.04+0.00buy
Synergy Asset Management, LLC01,500+1,5000.000.00+0.00buy
HUB Investment Partners, LLC89,26490,512+1,2480.030.03-0.00buy
HOLLENCREST CAPITAL MANAGEMENT5,1055,968+8630.000.00+0.00buy
Cetera Investment Advisers86,93987,757+8180.000.00-0.00buy
Steward Partners Investment Advisory, LLC6,0176,417+4000.000.00+0.00buy
Focus Financial Network, Inc.25,10925,316+2070.010.01-0.00buy
B. Riley Wealth Advisors, Inc.16,25316,410+1570.000.00+0.00buy
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.2,8962,980+840.010.00-0.00buy
JNBA Financial Advisors2,1622,224+620.000.00+0.00buy
Concord Wealth Partners875901+260.000.00-0.00buy
WEDBUSH SECURITIES INC15,67315,698+250.000.00-0.00buy
GREAT VALLEY ADVISOR GROUP, INC.13,61913,638+190.000.00-0.00buy
PIN OAK INVESTMENT ADVISORS INC505000.000.000.00hold
CIBC Private Wealth Group LLC313100.000.00-0.00hold
RS CRUM INC.55,75055,75000.100.10+0.00hold
Colonial Trust Advisors1,9001,90000.000.00+0.00hold
Addison Capital Co52,33452,33400.160.16-0.01hold
GeoWealth Management, LLC15,32515,32500.000.00-0.00hold
MARK SHEPTOFF FINANCIAL PLANNING, LLC30030000.000.00+0.00hold
Koshinski Asset Management, Inc.11,72111,72100.010.01-0.00hold
GS Investments, Inc.1,0001,00000.000.00-0.00hold
Vanguard Capital Wealth Advisors30,00030,00000.240.24+0.00hold
Sound Income Strategies, LLC4,7864,78600.000.00-0.00hold
Wealth Alliance Advisory Group, LLC12,00012,00000.020.02-0.00hold
FNY Investment Advisers, LLC1,2001,20000.000.00-0.00hold
Salomon & Ludwin, LLC1,4501,45000.000.00+0.00hold
Key FInancial Inc54854800.000.00+0.00hold
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC27,80027,80000.080.08-0.00hold
Amplius Wealth Advisors, LLC11,00011,00000.010.01-0.00hold
Sonora Investment Management Group, LLC28,66028,66000.020.02+0.00hold
TD Waterhouse Canada Inc.2,1002,10000.000.00-0.00hold
REAP Financial Group, LLC24424400.000.00-0.00hold
US BANCORP \DE\2,0002,00000.000.00-0.00hold
CREATIVE FINANCIAL DESIGNS INC /ADV88588500.000.00-0.00hold
COMERICA BANK3,0003,00000.000.00-0.00hold
SHUFRO ROSE & CO LLC27,40027,40000.020.02-0.00hold
BANK OF MONTREAL /CAN/13,25013,25000.000.00+0.00hold
BURNS J W & CO INC/NY15,60015,598-20.020.01-0.00sell
Certified Advisory Corp49,25849,150-1080.040.04-0.00sell
St. Louis Financial Planners Asset Management, LLC21,74221,475-2670.130.12-0.02sell
NewEdge Advisors, LLC80,89880,469-4290.000.00-0.00sell
Lido Advisors, LLC20,96919,985-9840.000.00-0.00sell
Geneos Wealth Management Inc.13,41612,416-1,0000.000.00-0.00sell
SMITH CHAS P & ASSOCIATES PA CPAS36,55335,281-1,2720.020.02-0.00sell
STIFEL FINANCIAL CORP94,52492,582-1,9420.000.00-0.00sell
Financial Alternatives, Inc22,59320,555-2,0380.120.11-0.01sell
Ameritas Advisory Services, LLC29,24727,065-2,1820.010.01-0.00sell
Cambridge Investment Research Advisors, Inc.69,12166,934-2,1870.000.00-0.00sell
FIRST FOUNDATION ADVISORS21,46419,166-2,2980.010.01-0.00sell
PRINCIPAL SECURITIES, INC.2,3400-2,3400.000.00-0.00sell
Spire Wealth Management4,8131,906-2,9070.000.00-0.00sell
Atria Wealth Solutions, Inc.13,59110,327-3,2640.000.00-0.00sell
Janney Montgomery Scott LLC37,47532,975-4,5000.000.00-0.00sell
Advisory Services Network, LLC24,01917,981-6,0380.000.00-0.00sell
Clear Creek Financial Management, LLC80,07872,628-7,4500.070.06-0.01sell
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC7,6200-7,6200.000.00-0.00sell
D.A. DAVIDSON & CO.28,41117,728-10,6830.000.00-0.00sell
Shaker Financial Services, LLC12,8250-12,8250.040.00-0.04sell
UBS Group AG111,28398,198-13,0850.000.00-0.00sell
Semus Wealth Partners LLC46,14232,920-13,2220.250.16-0.08sell
CONNING INC.13,6660-13,6660.000.00-0.00sell
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