PIMCO INCOME STRATEGY FUND's ticker is PFL and the CUSIP is 72201H108. A total of 55 filers reported holding PIMCO INCOME STRATEGY FUND in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 6,530 | 0.0% | 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% | 10,542 | 0.0% | 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% | 13,297 | 0.0% | 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 | $84,000 | – | 7,755 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Semus Wealth Partners LLC | 83,728 | $642,197 | 0.60% |
| Shaker Financial Services, LLC | 163,603 | $1,262,101 | 0.59% |
| Armor Investment Advisors, LLC | 46,557 | $357,092 | 0.21% |
| Moser Wealth Advisors, LLC | 26,919 | $206,467 | 0.14% |
| Fortitude Advisory Group L.L.C. | 12,498 | $95,860 | 0.06% |
| Western Wealth Management, LLC | 53,878 | $413,242 | 0.04% |
| Consolidated Portfolio Review Corp | 17,577 | $134,815 | 0.03% |
| GUGGENHEIM CAPITAL LLC | 344,479 | $2,642,154 | 0.02% |
| Apollon Wealth Management, LLC | 58,213 | $446,494 | 0.02% |
| SHUFRO ROSE & CO LLC | 23,600 | $181,012 | 0.02% |