EXCALIBUR MANAGEMENT CORP - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 123 filers reported holding PIMCO ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EXCALIBUR MANAGEMENT CORP ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$224,153
-0.4%
4,4750.0%0.12%
+1.7%
Q2 2023$225,093
-8.8%
4,475
-7.4%
0.12%
-10.2%
Q1 2023$246,778
+1.1%
4,835
-1.2%
0.13%0.0%
Q4 2022$244,114
-0.8%
4,895
-1.5%
0.13%
-7.2%
Q3 2022$246,000
-5.4%
4,9700.0%0.14%
+2.2%
Q2 2022$260,000
-4.1%
4,9700.0%0.14%
+15.4%
Q1 2022$271,000
-2.2%
4,970
-1.0%
0.12%
+4.5%
Q4 2021$277,000
-0.4%
5,020
-1.0%
0.11%
-8.2%
Q3 2021$278,000
+5.7%
5,070
+6.3%
0.12%
+2.5%
Q2 2021$263,000
+0.4%
4,7700.0%0.12%
-7.8%
Q1 2021$262,000
+1.6%
4,7700.0%0.13%
-7.2%
Q4 2020$258,000
+0.4%
4,7700.0%0.14%
-10.9%
Q3 2020$257,000
+1.2%
4,7700.0%0.16%
-7.7%
Q2 2020$254,000
+2.8%
4,7700.0%0.17%
-11.5%
Q1 2020$247,000
-3.5%
4,770
-2.3%
0.19%
+14.4%
Q4 2019$256,0004,8800.17%
Other shareholders
PIMCO ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
Milestone Advisory Partners 333,689$16,641,07012.38%
Allen Capital Group, LLC 124,862$6,226,8686.16%
Archvest Wealth Advisors, Inc. 124,862$6,226,8686.16%
BENNICAS & ASSOCIATES, INC. 158,825$7,920,6034.58%
Smart Portfolios, LLC 43,545$2,171,5864.34%
Allegheny Financial Group LTD 159,404$7,949,4773.32%
Arkos Global Advisors 188,261$9,3892.39%
MAS Advisors LLC 38,785$1,934,2791.82%
BEAM WEALTH ADVISORS, INC. 33,261$1,658,7101.73%
Ameritas Advisory Services, LLC 656,333$32,731,3211.52%
View complete list of PIMCO ETF TR shareholders