IFP Advisors, Inc - PIMCO INCOME STRATEGY FUND ownership

PIMCO INCOME STRATEGY FUND's ticker is PFL and the CUSIP is 72201H108. A total of 56 filers reported holding PIMCO INCOME STRATEGY FUND in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q4 2022$157
-100.0%
12,880
-67.8%
0.00%
-69.2%
Q3 2022$488,0000.0%40,0300.0%0.01%
-13.3%
Q2 2022$488,0000.0%40,0300.0%0.02%
+150.0%
Q1 2022$488,000
+369.2%
40,030
+368.2%
0.01%
+50.0%
Q3 2017$104,000
+3.0%
8,5500.0%0.00%0.0%
Q2 2017$101,000
+6.3%
8,5500.0%0.00%0.0%
Q1 2017$95,000
+5.6%
8,5500.0%0.00%0.0%
Q4 2016$90,000
+260.0%
8,550
+259.2%
0.00%
+300.0%
Q3 2016$25,000
+78.6%
2,380
+76.3%
0.00%0.0%
Q2 2016$14,000
+7.7%
1,3500.0%0.00%0.0%
Q4 2015$13,0001,3500.00%
Other shareholders
PIMCO INCOME STRATEGY FUND shareholders Q3 2023
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