Wealthspire Advisors, L.P. - 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
Wealthspire Advisors, L.P. ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q4 2019$603,000
+20.6%
603,378
+20.7%
0.04%
+8.1%
Q2 2019$500,0000.0%500,0000.0%0.04%
-2.6%
Q1 2019$500,0000.0%500,0000.0%0.04%
-13.6%
Q4 2018$500,0000.0%500,0000.0%0.04%
+7.3%
Q3 2018$500,0000.0%500,0000.0%0.04%
-8.9%
Q2 2018$500,000500,0000.04%
Other shareholders
PIMCO INCOME STRATEGY FUND shareholders Q3 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