Sonora Investment Management Group, LLC - PIMCO INCOME STRATEGY FUND ownership

PIMCO INCOME STRATEGY FUND's ticker is PFL and the CUSIP is 72201H108. A total of 57 filers reported holding PIMCO INCOME STRATEGY FUND in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Sonora Investment Management Group, LLC ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q3 2023$192,249
-51.5%
25,065
-48.3%
0.02%
-51.5%
Q2 2023$396,700
+0.7%
48,4370.0%0.03%
-2.9%
Q1 2023$393,793
+0.2%
48,4370.0%0.03%
-5.6%
Q4 2022$392,824
-26.6%
48,437
-18.7%
0.04%
-47.8%
Q3 2022$535,0000.0%59,5610.0%0.07%
+35.3%
Q2 2022$535,000
-12.0%
59,5610.0%0.05%
-26.1%
Q1 2022$608,000
-7.2%
59,561
-0.2%
0.07%
-9.2%
Q4 2021$655,00059,6710.08%
Other shareholders
PIMCO INCOME STRATEGY FUND shareholders Q1 2023
NameSharesValueWeighting ↓
Semus Wealth Partners LLC 83,339$677,5460.73%
Shaker Financial Services, LLC 163,881$1,345,3730.59%
Gallagher Fiduciary Advisors, LLC 501,480$4,077,0250.34%
Armor Investment Advisors, LLC 49,646$403,6220.23%
CENTAURUS FINANCIAL, INC. 75,342$6130.05%
Activest Wealth Management 8,600$74,3040.05%
Western Wealth Management, LLC 57,447$467,0460.04%
Consolidated Portfolio Review Corp 16,569$134,7050.04%
Sonora Investment Management Group, LLC 48,437$393,7930.03%
Apollon Wealth Management, LLC 58,213$473,2720.03%
View complete list of PIMCO INCOME STRATEGY FUND shareholders