Sonora Investment Management, LLC - PIMCO INCOME STRATEGY FUND ownership

PIMCO INCOME STRATEGY FUND's ticker is PFL and the CUSIP is 72201H108. A total of 53 filers reported holding PIMCO INCOME STRATEGY FUND in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sonora Investment Management, LLC ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q3 2021$710,000
-10.1%
61,081
-1.4%
0.09%
-13.6%
Q2 2021$790,000
+4.1%
61,961
-1.9%
0.10%
+71.7%
Q1 2021$759,000
+5.0%
63,1810.0%0.06%0.0%
Q4 2020$723,000
+13.1%
63,1810.0%0.06%
+1.7%
Q3 2020$639,000
+3.4%
63,181
-0.8%
0.06%
-6.3%
Q2 2020$618,000
+14.9%
63,6810.0%0.06%
-1.6%
Q1 2020$538,000
-29.1%
63,681
-0.5%
0.06%
-11.1%
Q4 2019$759,000
+3.7%
64,0160.0%0.07%
-5.3%
Q3 2019$732,000
-3.2%
64,0160.0%0.08%
-9.5%
Q2 2019$756,000
+3.0%
64,0160.0%0.08%
-6.7%
Q1 2019$734,000
+5.5%
64,0160.0%0.09%
-10.9%
Q4 2018$696,000
-8.1%
64,0160.0%0.10%
-3.8%
Q3 2018$757,000
-0.3%
64,0160.0%0.10%
-10.3%
Q2 2018$759,000
-99.9%
64,0160.0%0.12%
-1.7%
Q1 2018$748,347,000
+0.1%
64,0160.0%0.12%
-0.8%
Q4 2017$747,707,000
-5.4%
64,016
-1.8%
0.12%
-12.4%
Q3 2017$790,418,000
+2.6%
65,2160.0%0.14%
-5.5%
Q2 2017$770,201,000
+5.8%
65,2160.0%0.14%
+2.8%
Q1 2017$727,811,000
+5.6%
65,2160.0%0.14%
-1.4%
Q4 2016$689,333,000
-3.3%
65,216
-2.2%
0.14%
-4.0%
Q3 2016$712,766,000
+4.1%
66,6760.0%0.15%
-5.1%
Q2 2016$684,763,000
+3.6%
66,6760.0%0.16%
-1.3%
Q1 2016$660,759,00066,6760.16%
Other shareholders
PIMCO INCOME STRATEGY FUND shareholders Q1 2021
NameSharesValueWeighting ↓
Semus Wealth Partners LLC 83,339$677,5460.73%
Shaker Financial Services, LLC 163,881$1,345,3730.59%
Gallagher Fiduciary Advisors, LLC 501,480$4,077,0250.34%
Armor Investment Advisors, LLC 49,646$403,6220.23%
CENTAURUS FINANCIAL, INC. 75,342$6130.05%
Activest Wealth Management 8,600$74,3040.05%
Western Wealth Management, LLC 57,447$467,0460.04%
Consolidated Portfolio Review Corp 16,569$134,7050.04%
Sonora Investment Management Group, LLC 48,437$393,7930.03%
Apollon Wealth Management, LLC 58,213$473,2720.03%
View complete list of PIMCO INCOME STRATEGY FUND shareholders