Destiny Wealth Partners, LLC
Position in PGP — PIMCO Global StocksPLUS & Income Fund
CIK 1844369
TAVARES, FL
Position in PGP
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$28,322
+$4,760 QoQ
Shares Held
3,400
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
8 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 Mar 31, 2026Destiny Wealth Partners, LLC holds $14,528,815 across 28 Asset Management names. PGP ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
370,610 | $6,341,137 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
84,649 | $2,005,334 | |
| 3 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
119,355 | $1,721,099 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
43,861 | $1,069,769 | |
| 5 | BLK |
BlackRock, Inc.
|
860 | $827,070 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
|
50,744 | $628,718 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
54,911 | $616,650 | |
| 8 | BX |
Blackstone Inc.
|
3,651 | $419,828 |
All Filings in PGP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,322 | 3,400 | Shares | Sole | 2026-05-11 | |
| 2022-12-31 | $23,562 | 3,400 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $21,896 | 3,400 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $26,826 | 3,400 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $32,402 | 3,400 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $36,822 | 3,400 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $36,788 | 3,400 | Shares | Sole | 2021-10-28 | |
| 2020-12-31 | $34,136 | 3,400 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||