Pensionmark Financial Group, LLC - PIMCO INCOME OPPORTUNITY FD ownership

PIMCO INCOME OPPORTUNITY FD's ticker is PKO and the CUSIP is 72202B100. A total of 59 filers reported holding PIMCO INCOME OPPORTUNITY FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of PIMCO INCOME OPPORTUNITY FD
ValueSharesWeighting
Q3 2021$326,000
-7.9%
13,1920.0%0.07%
-8.6%
Q2 2021$354,000
+2.3%
13,1920.0%0.08%
-2.4%
Q1 2021$346,000
+1.8%
13,1920.0%0.08%
-3.5%
Q4 2020$340,000
+9.0%
13,192
-1.6%
0.09%
-19.6%
Q3 2020$312,000
-5.7%
13,4120.0%0.11%
-7.8%
Q2 2020$331,000
+24.4%
13,412
+41.0%
0.12%
+11.5%
Q4 2019$266,000
+4.3%
9,5150.0%0.10%
-4.6%
Q3 2019$255,000
-4.1%
9,5150.0%0.11%
-6.8%
Q2 2019$266,000
+4.3%
9,5150.0%0.12%
+0.9%
Q1 2019$255,000
+1.6%
9,5150.0%0.12%
+2.7%
Q4 2018$251,0009,5150.11%
Other shareholders
PIMCO INCOME OPPORTUNITY FD shareholders Q1 2021
NameSharesValueWeighting ↓
Elevated Capital Advisors, LLC 106,622$2,176,0001.44%
LOEB PARTNERS CORP 900$24,0000.49%
Bruderman Asset Management, LLC 46,002$1,225,0000.27%
FOUNDERS FINANCIAL SECURITIES LLC 31,405$839,0000.27%
TFG Advisers LLC 7,769$206,0000.15%
Pensionmark Financial Group, LLC 9,515$255,0000.12%
Sigma Planning Corp 62,210$1,657,0000.09%
HORIZON KINETICS ASSET MANAGEMENT LLC 103,973$2,769,0000.08%
IHT Wealth Management, LLC 14,342$382,0000.06%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 18,802$501,0000.06%
View complete list of PIMCO INCOME OPPORTUNITY FD shareholders