Western Wealth Management, LLC - PIMCO INCOME STRATEGY FUND ownership

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q3 2023$413,242
-12.2%
53,878
-6.2%
0.04%
-12.5%
Q2 2023$470,544
+0.7%
57,454
+0.0%
0.04%
-7.0%
Q1 2023$467,046
+23.0%
57,447
+22.7%
0.04%
+10.3%
Q4 2022$379,68646,8170.04%
Other shareholders
PIMCO INCOME STRATEGY FUND shareholders Q4 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