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 59 filers reported holding PIMCO INCOME STRATEGY FUND in Q2 2022. 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 Q2 2022
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