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 ↓
SIT INVESTMENT ASSOCIATES INC 1,209,674$12,423,0000.33%
Sonora Investment Management, LLC 66,676$684,763,0000.16%
NATIONAL PLANNING CORP 195,062$2,017,0000.16%
Horizon Kinetics 576,772$5,924,0000.15%
Thomas J. Herzfeld Advisors, Inc. 17,520$180,0000.10%
Cornerstone Advisory, LLC 10,207$105,0000.09%
FIRST FOUNDATION ADVISORS 87,616$900,0000.06%
SHUFRO ROSE & CO LLC 44,766$460,0000.05%
TELEMUS CAPITAL, LLC 36,000$370,0000.05%
Investors Capital Advisory Services 22,035$226,0000.04%
View complete list of PIMCO INCOME STRATEGY FUND shareholders