UNITED CAPITAL FINANCIAL ADVISORS, LLC - PIMCO INCOME STRATEGY FUND ownership

PIMCO INCOME STRATEGY FUND's ticker is PFL and the CUSIP is 72201H108. A total of 59 filers reported holding PIMCO INCOME STRATEGY FUND in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q1 2022$150,000
-8.5%
14,754
-1.2%
0.00%0.0%
Q4 2021$164,000
-1.8%
14,933
+3.8%
0.00%0.0%
Q3 2021$167,000
-7.7%
14,386
+1.2%
0.00%0.0%
Q2 2021$181,000
+6.5%
14,218
+0.5%
0.00%0.0%
Q1 2021$170,00014,1430.00%
Other shareholders
PIMCO INCOME STRATEGY FUND shareholders Q2 2022
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