Concord Wealth Partners - PIMCO INCOME STRATEGY FUND I ownership

PIMCO INCOME STRATEGY FUND I's ticker is PFN and the CUSIP is 72201J104. A total of 101 filers reported holding PIMCO INCOME STRATEGY FUND I in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of PIMCO INCOME STRATEGY FUND I
ValueSharesWeighting
Q3 2023$5,099
-5.7%
774
+3.2%
0.00%0.0%
Q2 2023$5,406
+3.7%
750
+3.2%
0.00%0.0%
Q1 2023$5,212
+4.5%
727
+3.0%
0.00%
-50.0%
Q4 2022$4,989
-0.2%
706
+6.0%
0.00%
+100.0%
Q2 2022$5,000
-16.7%
666
+2.6%
0.00%
-50.0%
Q1 2022$6,000
-40.0%
649
-38.8%
0.00%0.0%
Q4 2021$10,0001,0610.00%
Other shareholders
PIMCO INCOME STRATEGY FUND I shareholders Q4 2021
NameSharesValueWeighting ↓
Consolidated Portfolio Review Corp 358,609$2,571,2230.70%
Semus Wealth Partners LLC 79,334$568,8220.61%
EverSource Wealth Advisors, LLC 579,511$4,155,0940.52%
Shaker Financial Services, LLC 163,305$1,181,2750.52%
Financial Alternatives, Inc 59,028$423,2310.41%
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,077,061$7,722,5270.37%
Addison Capital Co 67,947$4870.37%
St. Louis Financial Planners Asset Management, LLC 25,000$179,2500.20%
Atomi Financial Group, Inc. 40,763$292,2700.16%
Penserra Capital Management LLC 1,051,696$7,5400.16%
View complete list of PIMCO INCOME STRATEGY FUND I shareholders