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Pimco Income Strategy Fund shares owned by Elm3 Financial Group

Quarter-by-quarter ownership of Pimco Income Strategy Fund (PFL) shares owned by Elm3 Financial Group from 13F filings

Historical chart of Elm3 Financial Group investment in Pimco Income Strategy Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Income Strategy Fund held by Elm3 Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Income Strategy Fund by Elm3 Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 28k 8.52
2025-06-30 $232k 28k 8.34
2025-03-31 $188k 22k 8.60
2024-12-31 $210k 25k 8.38

More positions owned by Elm3 Financial Group

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Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Mmentm (MTUM)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Blackrock Etf Trust Ii Ishares Floating (BRLN)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Sr Ln Active Etf (LONZ)

View all positions for Elm3 Financial Group

Top funds holding Pimco Income Strategy Fund

Guggenheim Capital, LLC Managers
Morgan Stanley
Wells Fargo & Company
LPL Financial
Centaurus Financial
Ameriprise Financial
Rivernorth Capital Management
Invesco
Commonwealth Equity Services
Stifel Financial
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Pinnacle Financial Partners

View all funds holding Pimco Income Strategy Fund