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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3 | -25.0% | 500 | 0.0% | 0.00% | -60.0% |
| Q2 2023 | $4 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $4 | 0.0% | 500 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $4 | -99.9% | 500 | 0.0% | 0.01% | +200.0% |
| Q3 2022 | $3,000 | -25.0% | 500 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $4,000 | -20.0% | 500 | 0.0% | 0.00% | -40.0% |
| Q1 2022 | $5,000 | -91.4% | 500 | -90.0% | 0.01% | -81.5% |
| Q3 2021 | $58,000 | -12.1% | 5,000 | -13.5% | 0.03% | +50.0% |
| Q4 2020 | $66,000 | -69.4% | 5,780 | -68.3% | 0.02% | -73.1% |
| Q4 2019 | $216,000 | +260.0% | 18,242 | +246.9% | 0.07% | +272.2% |
| Q3 2019 | $60,000 | +2900.0% | 5,258 | +2063.8% | 0.02% | +1700.0% |
| Q2 2019 | $2,000 | 0.0% | 243 | +14.1% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | +100.0% | 213 | +57.8% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 135 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | – | 135 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Semus Wealth Partners LLC | 83,339 | $677,546 | 0.73% |
| Shaker Financial Services, LLC | 163,881 | $1,345,373 | 0.59% |
| Gallagher Fiduciary Advisors, LLC | 501,480 | $4,077,025 | 0.34% |
| Armor Investment Advisors, LLC | 49,646 | $403,622 | 0.23% |
| CENTAURUS FINANCIAL, INC. | 75,342 | $613 | 0.05% |
| Activest Wealth Management | 8,600 | $74,304 | 0.05% |
| Western Wealth Management, LLC | 57,447 | $467,046 | 0.04% |
| Consolidated Portfolio Review Corp | 16,569 | $134,705 | 0.04% |
| Sonora Investment Management Group, LLC | 48,437 | $393,793 | 0.03% |
| Apollon Wealth Management, LLC | 58,213 | $473,272 | 0.03% |