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 Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,450 | +26.3% | 52,599 | +34.9% | 0.01% | +66.7% |
| Q2 2023 | $319,401 | +3.7% | 38,999 | +2.9% | 0.00% | 0.0% |
| Q1 2023 | $307,978 | +20.9% | 37,882 | +20.6% | 0.00% | 0.0% |
| Q4 2022 | $254,646 | +97.4% | 31,399 | +183.5% | 0.00% | +200.0% |
| Q3 2021 | $129,000 | -6.5% | 11,075 | +2.0% | 0.00% | 0.0% |
| Q2 2021 | $138,000 | -18.8% | 10,859 | -22.9% | 0.00% | -50.0% |
| Q1 2021 | $170,000 | +6.9% | 14,086 | +1.3% | 0.00% | 0.0% |
| Q4 2020 | $159,000 | +14.4% | 13,910 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $139,000 | +6.1% | 13,720 | +1.4% | 0.00% | 0.0% |
| Q2 2020 | $131,000 | -14.9% | 13,528 | -25.8% | 0.00% | 0.0% |
| Q1 2020 | $154,000 | +102.6% | 18,236 | +183.9% | 0.00% | +100.0% |
| Q4 2019 | $76,000 | – | 6,423 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Semus Wealth Partners LLC | 83,339 | $677,546 | 0.73% |
| Shaker Financial Services, LLC | 163,881 | $1,345,373 | 0.59% |
| Gallagher Fiduciary Advisors, LLC | 501,480 | $4,077,025 | 0.34% |
| Armor Investment Advisors, LLC | 49,646 | $403,622 | 0.23% |
| CENTAURUS FINANCIAL, INC. | 75,342 | $613 | 0.05% |
| Activest Wealth Management | 8,600 | $74,304 | 0.05% |
| Western Wealth Management, LLC | 57,447 | $467,046 | 0.04% |
| Consolidated Portfolio Review Corp | 16,569 | $134,705 | 0.04% |
| Sonora Investment Management Group, LLC | 48,437 | $393,793 | 0.03% |
| Apollon Wealth Management, LLC | 58,213 | $473,272 | 0.03% |