Marks Group Wealth Management, Inc

Position in PHK — Pimco High Income Fund

CIK 1802473 MINNETONKA, MN

Position in PHK

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,210,467

-$153,584 QoQ

Shares Held

261,440

-6.9% QoQ

Ownership

0.140%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Marks Group Wealth Management, Inc holds $25,243,084 across 19 Asset Management names. PHK ranks #9 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAM	Brookfield Asset Management Ltd.	83,825	$3,726,020
2	GOF	Guggenheim Strategic Opportunities Fund	190,195	$2,095,948
3	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	219,290	$1,899,051
4	IGA	Voya Global Advantage & Premium Opportunity Fund	195,408	$1,868,100
5	BLK	BlackRock, Inc.	1,908	$1,834,942
6	PDI	PIMCO Dynamic Income Fund	85,175	$1,457,344
7	GAB	Gabelli Equity Trust Inc	227,710	$1,275,176
8	AMP	Ameriprise Financial Inc	2,858	$1,270,095

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,210,467	261,440	-6.9%	Shares	Sole	2026-05-05
2025-12-31	$1,364,051	280,669	0.0%	Shares	Sole	2026-02-11
2025-09-30	$1,400,538	280,669	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,347,211	280,669	0.0%	Shares	Sole	2025-07-22
2025-03-31	$1,372,471	280,669	0.0%	Shares	Sole	2025-05-01
2024-12-31	$1,364,051	280,669	0.0%	Shares	Sole	2025-01-29
2024-09-30	$1,403,345	280,669	—	Shares	Sole	2024-10-30
No filing history on record for this holder in this stock.