B. Riley Wealth Advisors, Inc. - 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
B. Riley Wealth Advisors, Inc. ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q4 2021$630,000
+143.2%
57,374
+158.1%
0.02%
+125.0%
Q3 2021$259,000
-23.1%
22,228
-15.9%
0.01%
-27.3%
Q2 2021$337,000
-38.9%
26,430
-42.4%
0.01%
-45.0%
Q1 2021$552,000
+85.2%
45,891
+76.5%
0.02%
+25.0%
Q4 2020$298,000
+3.1%
26,005
-8.8%
0.02%
+6.7%
Q3 2020$289,000
-44.3%
28,519
-46.5%
0.02%
-57.1%
Q2 2020$519,000
+156.9%
53,349
+123.5%
0.04%
+105.9%
Q1 2020$202,000
-71.7%
23,875
-60.4%
0.02%
-72.1%
Q4 2019$715,000
-13.3%
60,312
-16.4%
0.06%
-24.7%
Q3 2019$825,000
+36.8%
72,171
+41.4%
0.08%
+22.7%
Q2 2019$603,000
+269.9%
51,049
+260.9%
0.07%
+230.0%
Q1 2019$163,000
+7.2%
14,143
+1.6%
0.02%
-9.1%
Q4 2018$152,000
-7.3%
13,923
+0.9%
0.02%
+10.0%
Q3 2018$164,000
+14.7%
13,799
+14.4%
0.02%
+5.3%
Q2 2018$143,000
+17.2%
12,064
+16.0%
0.02%
+11.8%
Q1 2018$122,000
+29.8%
10,404
+30.0%
0.02%
+750.0%
Q4 2014$94,000
-99.9%
8,0000.0%0.00%
-91.3%
Q2 2014$98,720,000
+104921.3%
8,0000.0%0.02%
-17.9%
Q1 2014$94,000
+4.4%
8,0000.0%0.03%
-3.4%
Q4 2013$90,000
-3.2%
8,0000.0%0.03%
-9.4%
Q3 2013$93,000
-3.1%
8,0000.0%0.03%
-3.0%
Q2 2013$96,0008,0000.03%
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