Patriot Financial Group Insurance Agency, LLC - PIMCO INCOME STRATEGY FUND ownership

PIMCO INCOME STRATEGY FUND's ticker is PFL and the CUSIP is 72201H108. A total of 59 filers reported holding PIMCO INCOME STRATEGY FUND in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q2 2022$53,000
-13.1%
5,9430.0%0.01%0.0%
Q1 2022$61,000
-6.2%
5,9430.0%0.01%0.0%
Q4 2021$65,000
-16.7%
5,943
-11.5%
0.01%
-21.4%
Q3 2021$78,000
-9.3%
6,7140.0%0.01%
-12.5%
Q2 2021$86,000
+6.2%
6,7140.0%0.02%
-15.8%
Q1 2021$81,000
+5.2%
6,7140.0%0.02%0.0%
Q4 2020$77,000
+13.2%
6,7140.0%0.02%
-13.6%
Q3 2020$68,000
+4.6%
6,7140.0%0.02%
-12.0%
Q2 2020$65,000
+14.0%
6,7140.0%0.02%
-3.8%
Q1 2020$57,000
-28.8%
6,7140.0%0.03%
-13.3%
Q4 2019$80,000
+3.9%
6,7140.0%0.03%
-14.3%
Q3 2019$77,000
-3.8%
6,7140.0%0.04%0.0%
Q2 2019$80,000
+29.0%
6,714
+25.0%
0.04%
+9.4%
Q1 2019$62,000
+24.0%
5,371
+16.8%
0.03%
-3.0%
Q4 2018$50,0004,6000.03%
Other shareholders
PIMCO INCOME STRATEGY FUND shareholders Q4 2021
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