BANK OF MONTREAL /CAN/ - PIMCO INCOME STRATEGY FUND ownership

PIMCO INCOME STRATEGY FUND's ticker is PFL and the CUSIP is 72201H108. A total of 55 filers reported holding PIMCO INCOME STRATEGY FUND in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q1 2021$243,000
+4.3%
20,1170.0%0.00%
Q4 2020$233,000
-2.9%
20,117
-13.6%
0.00%
Q3 2020$240,000
+20.6%
23,278
+18.7%
0.00%
Q2 2020$199,000
+65.8%
19,617
+94.7%
0.00%
Q3 2014$120,000
-3.2%
10,0750.0%0.00%
Q2 2014$124,000
+5.1%
10,0750.0%0.00%
Q1 2014$118,000
+3.5%
10,0750.0%0.00%
Q4 2013$114,000
-2.6%
10,0750.0%0.00%
Q3 2013$117,00010,0750.00%
Other shareholders
PIMCO INCOME STRATEGY FUND shareholders Q4 2020
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