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Equibles

Institute for Wealth Management, LLC.

Position in PGP — PIMCO Global StocksPLUS & Income Fund

CIK 1533954 DENVER, CO
Back to PGP Full portfolio

Position in PGP

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$315,290
-$29,677 QoQ
Shares Held
37,850
+0.2% QoQ
Ownership
0.327%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PGP Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names.

# Ticker Company Shares Value (USD) Open
1 BXSL
Blackstone Secured Lending Fund
 115,773 $2,744,977
2 BX
Blackstone Inc.
 17,555 $2,065,696
3 KKR
KKR & Co. Inc.
 10,154 $931,934
4 CET
Central Securities Corp
 16,394 $859,865
5 ECF
Ellsworth Growth & Income Fund Ltd
 52,289 $690,737
6 GDV
Gabelli Dividend & Income Trust
 18,050 $530,670
7 APO
Apollo Global Management, Inc.
 4,340 $513,465
8 SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
 25,742 $479,830

All Filings in PGP

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10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $315,290 37,850
2025-12-31 $344,967 37,784
2025-09-30 $354,483 41,460
2025-06-30 $271,240 32,719
2025-03-31 $216,982 26,788
2024-12-31 $196,359 25,239
2024-09-30 $104,841 12,496
2021-06-30 $121,023 10,903
2021-03-31 $115,773 10,881
2020-12-31 $108,823 10,839