Sowell Financial Services 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 Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q1 2023$135
-99.9%
16,641
+120.4%
0.01%
+233.3%
Q1 2021$95,000
+26.7%
7,552
+15.7%
0.00%0.0%
Q4 2020$75,000
+13.6%
6,5300.0%0.00%0.0%
Q3 2020$66,000
-28.3%
6,530
-31.1%
0.00%
-40.0%
Q2 2020$92,000
+3.4%
9,472
-10.1%
0.01%
-28.6%
Q1 2020$89,000
-28.8%
10,5420.0%0.01%
-30.0%
Q4 2019$125,000
-8.8%
10,542
-12.0%
0.01%
-9.1%
Q3 2019$137,000
-10.5%
11,986
-9.9%
0.01%
-35.3%
Q1 2019$153,000
-2.5%
13,2970.0%0.02%
-26.1%
Q3 2018$157,000
+0.6%
13,297
+3.1%
0.02%
-30.3%
Q2 2018$156,000
+11.4%
12,897
+10.6%
0.03%
-5.7%
Q1 2018$140,000
+66.7%
11,659
+50.3%
0.04%
+25.0%
Q4 2016$84,0007,7550.03%
Other shareholders
PIMCO INCOME STRATEGY FUND shareholders Q3 2020
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