PIMCO Income Fund-I2PONPX

13F holders, Q1 2024 (March 31)
4holders
$10.60avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding PIMCO Income Fund-I2 (PONPX) in their 13F filings. The largest holders were Encompass Wealth Advisors, LLC ($229K), Private Capital Advisors, Inc. ($176K) and Laffer Tengler Investments, Inc. ($122K).

Company
PIMCO Income Fund-I2
CUSIP
72201M719
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 4Q1 2024Q2 2024: 5Q2 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 4Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$122K
Exits2$324K

Ownership 4 holders

Encompass Wealth Advisors, LLC 0.06% Add +1.0% 21,572 $229K
Private Capital Advisors, Inc. 0.02% No change 16,595 $176K
Laffer Tengler Investments, Inc. 0.04% New 11,549 $122K
Tucker Asset Management LLC 0.01% Reduce -13.3% 3,733 $40K

"% of holder's portfolio" is PONPX's weight in each manager's 13F, not the share of PIMCO Income Fund-I2 the manager owns.