Activest Wealth Management - 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
Activest Wealth Management ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q2 2023$97,984
+31.9%
8,6000.0%0.07%
+41.7%
Q1 2023$74,304
+6.5%
8,6000.0%0.05%
+128.6%
Q4 2022$69,746
+1.1%
8,6000.0%0.02%
-4.5%
Q3 2022$69,000
-10.4%
8,6000.0%0.02%
-59.3%
Q2 2022$77,000
-12.5%
8,6000.0%0.05%
-5.3%
Q1 2022$88,000
-6.4%
8,6000.0%0.06%
-1.7%
Q4 2021$94,000
-6.0%
8,6000.0%0.06%
-13.4%
Q3 2021$100,000
-54.5%
8,600
-50.0%
0.07%
-19.3%
Q2 2021$220,00017,2000.08%
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