Selective Wealth Management, Inc. - PIMCO INCOME STRATEGY FUND ownership

PIMCO INCOME STRATEGY FUND's ticker is PFL and the CUSIP is 72201H108. A total of 53 filers reported holding PIMCO INCOME STRATEGY FUND in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q3 2022$1,000
-50.0%
1770.0%0.00%
-100.0%
Q2 2022$2,0000.0%1770.0%0.00%0.0%
Q1 2022$2,0000.0%1770.0%0.00%0.0%
Q4 2021$2,0000.0%1770.0%0.00%0.0%
Q3 2021$2,0000.0%1770.0%0.00%
-50.0%
Q2 2021$2,0000.0%1770.0%0.00%0.0%
Q1 2021$2,0000.0%1770.0%0.00%
+100.0%
Q4 2020$2,0000.0%1770.0%0.00%
-50.0%
Q3 2020$2,0000.0%1770.0%0.00%0.0%
Q2 2020$2,000
-50.0%
177
-66.0%
0.00%
-66.7%
Q1 2020$4,000
-33.3%
5200.0%0.01%
-14.3%
Q4 2019$6,000
-25.0%
520
-25.1%
0.01%
-36.4%
Q3 2019$8,000
-50.0%
694
-48.4%
0.01%
-94.2%
Q3 2018$16,0001,3450.19%
Other shareholders
PIMCO INCOME STRATEGY FUND shareholders Q1 2021
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