Sowell Financial Services LLC

Position in PFL — Pimco Income Strategy Fund

CIK 1633697 NORTH LITTLE ROCK, AR

Position in PFL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$131,131

-$1,997 QoQ

Shares Held

16,641

0.0% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#13

of 21 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. PFL ranks #59 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTZ	Blackrock Credit Allocation Income Trust	761,468	$7,782,202
2	BN	BROOKFIELD Corp /ON/	122,009	$5,196,363
3	LIEN	Chicago Atlantic BDC, Inc.	511,387	$4,996,250
4	FLC	Flaherty & Crumrine Total Return Fund Inc	204,611	$3,457,925
5	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	112,147	$1,825,753
6	JQC	Nuveen Credit Strategies Income Fund	321,246	$1,561,255
7	BX	Blackstone Inc.	12,954	$1,524,297
8	ERC	Allspring Multi-Sector Income Fund	147,782	$1,361,072

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$131,131	16,641	0.0%	Shares	Sole	2026-07-20
2026-03-31	$133,128	16,641	0.0%	Shares	Sole	2026-04-20
2025-12-31	$140,283	16,641	0.0%	Shares	Sole	2026-01-21
2025-09-30	$141,781	16,641	0.0%	Shares	Sole	2025-10-17
2025-06-30	$138,785	16,641	0.0%	Shares	Sole	2025-07-14
2025-03-31	$143,112	16,641	0.0%	Shares	Sole	2025-04-17
2023-03-31	$135,291	16,641	+120.4%	Shares	Sole	2023-05-12
2021-03-31	$90,699	7,552	+15.7%	Shares	Sole	2021-05-07
2020-12-31	$74,703	6,530	0.0%	Shares	Sole	2021-01-13
2020-09-30	$66,083	6,530	-31.1%	Shares	Sole	2020-11-12
2020-06-30	$91,973	9,472	-10.1%	Shares	Sole	2020-08-13
2020-03-31	$89,079	10,542	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.