NewEdge Advisors, LLC - PIMCO INCOME STRATEGY FUND ownership

PIMCO INCOME STRATEGY FUND's ticker is PFL and the CUSIP is 72201H108. A total of 57 filers reported holding PIMCO INCOME STRATEGY FUND in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q3 2023$722,514
-22.7%
94,200
-17.4%
0.01%
-27.3%
Q2 2023$934,479
+7.4%
114,100
+6.0%
0.01%0.0%
Q1 2023$870,484
-2.0%
107,600
-1.7%
0.01%
-54.2%
Q4 2022$888,045
+3.4%
109,500
+1.6%
0.02%
+71.4%
Q3 2022$859,000
-6.8%
107,800
+5.1%
0.01%
-6.7%
Q2 2022$922,000
-9.3%
102,600
+2.9%
0.02%
-6.2%
Q1 2022$1,017,000
-1.7%
99,700
+5.7%
0.02%0.0%
Q4 2021$1,035,00094,3600.02%
Other shareholders
PIMCO INCOME STRATEGY FUND shareholders Q1 2023
NameSharesValueWeighting ↓
Semus Wealth Partners LLC 83,728$642,1970.60%
Shaker Financial Services, LLC 163,603$1,262,1010.59%
Armor Investment Advisors, LLC 46,557$357,0920.21%
Moser Wealth Advisors, LLC 26,919$206,4670.14%
Fortitude Advisory Group L.L.C. 12,498$95,8600.06%
Western Wealth Management, LLC 53,878$413,2420.04%
Consolidated Portfolio Review Corp 17,577$134,8150.03%
GUGGENHEIM CAPITAL LLC 344,479$2,642,1540.02%
Apollon Wealth Management, LLC 58,213$446,4940.02%
SHUFRO ROSE & CO LLC 23,600$181,0120.02%
View complete list of PIMCO INCOME STRATEGY FUND shareholders