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PIMCO Income Strategy Fund II Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 182,349 | $1.3M | $1.3M | -$1.62 | - |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,465 | $10,976 | $10,504.05 | -$471.95 | -4.3% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 15,917 | $119,377.5 | $113,488.21 | -$5,889.29 | -4.93% |
 Matthew Liebman Amplius Wealth Advisors LLC | 11,000 | $76,010 | $77,880 | $1,870 | 2.46% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 40,324 | $297,490.82 | $285,493.92 | -$11,996.9 | -4.03% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 245,845 | $1.91M | $1.74M | -$166,012.86 | -8.71% |
 Sara S. Alexander Sonora Investment Management Group LLC | 15,300 | $146,115 | $108,324 | -$37,791 | -25.86% |
 Michael Schneck Gridiron Partners LLC | 11,907 | $89,854.8 | $84,301.56 | -$5,553.24 | -6.18% |
| EM Erin Mccann Simplicity Wealth LLC | 171,386 | $1.25M | $1.21M | -$38,327.29 | -3.06% |
 Amanda Hawley Atria Wealth Solutions Inc. | 10,327 | $71,359.57 | $73,115.16 | $1,755.59 | 2.46% |
 Matthew Heller Willner & Heller LLC | 11,011 | $83,013.04 | $77,957.88 | -$5,055.16 | -6.09% |
| KB Kyle Bubeck TrueMark Investments LLC | 49,909 | $376,193.57 | $353,355.72 | -$22,837.85 | -6.07% |
 Courtney Holt Compound Planning, Inc. | 79,160 | $579,480.84 | $560,452.8 | -$19,028.04 | -3.28% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 301,998 | $2.26M | $2.14M | -$126,839.16 | -5.6% |
 Teresa Douberly Burford Brothers, Inc. | 40,760 | $280,836 | $288,580.8 | $7,744.8 | 2.76% |
 Amir Har-El Savvy Advisors, Inc. | 19,347 | $145,103 | $136,976.76 | -$8,126.24 | -5.6% |
 Margaret Nickens Elm3 Financial Group, LLC | 30,996 | $231,078.67 | $219,451.68 | -$11,626.99 | -5.03% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 3,835 | $28,753.74 | $27,151.8 | -$1,601.94 | -5.57% |
 Lia Bertelson Mallini Complete Financial Planning LLC | 56,195 | $418,455.18 | $397,860.6 | -$20,594.58 | -4.92% |
| RN Ron New Whipplewood Advisors LLC | 134,055 | $989,645.32 | $949,109.4 | -$40,535.92 | -4.1% |
