Amplius Wealth Advisors, LLC - PIMCO INCOME STRATEGY FUND I ownership

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PIMCO INCOME STRATEGY FUND I's ticker is PFN and the CUSIP is 72201J104. A total of 103 filers reported holding PIMCO INCOME STRATEGY FUND I in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Amplius Wealth Advisors, LLC ownership history of PIMCO INCOME STRATEGY FUND I
ValueSharesWeighting
Q3 2023$72,490
-8.6%
11,0000.0%0.01%
-9.1%
Q2 2023$79,310
+0.6%
11,0000.0%0.01%0.0%
Q1 2023$78,870
+1.4%
11,0000.0%0.01%
-8.3%
Q4 2022$77,770
+2.3%
11,0000.0%0.01%
-14.3%
Q3 2022$76,000–11,000–0.01%–
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Other shareholders
PIMCO INCOME STRATEGY FUND I shareholders Q4 2022
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 451,201$3,212,5551.50%
Semus Wealth Partners LLC 81,508$576,2630.70%
Financial Alternatives, Inc 59,028$417,3280.41%
Addison Capital Co 68,833$4870.31%
OTA Financial Group L.P. 30,128$2130.21%
TNF LLC 38,635$305,6030.14%
Penserra Capital Management LLC 855,445$6,0470.13%
Certified Advisory Corp 76,656$541,9570.11%
Clear Creek Financial Management, LLC 67,882$479,9270.10%
PRIVATE TRUST CO NA 93,382$6600.10%
View complete list of PIMCO INCOME STRATEGY FUND I shareholders