GOULD ASSET MANAGEMENT LLC /CA/ - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 99 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$620,615
-24.5%
12,390
-24.2%
0.18%
-23.6%
Q2 2023$821,902
-5.1%
16,340
-3.7%
0.23%
-7.3%
Q1 2023$866,404
+5.4%
16,975
+2.9%
0.25%0.0%
Q4 2022$822,356
+241.2%
16,490
+272.7%
0.25%
+258.0%
Q1 2022$241,000
-4.4%
4,425
-3.2%
0.07%
-2.8%
Q4 2021$252,000
-0.4%
4,570
-1.0%
0.07%
-9.0%
Q3 2021$253,000
-3.8%
4,615
-3.6%
0.08%
+4.0%
Q2 2021$263,000
-8.0%
4,785
-8.2%
0.08%
-13.8%
Q1 2021$286,000
-20.8%
5,210
-21.7%
0.09%
-20.9%
Q4 2020$361,000
-8.1%
6,655
-8.8%
0.11%
-17.3%
Q3 2020$393,000
-6.4%
7,295
-7.7%
0.13%
-9.5%
Q2 2020$420,000
+2.9%
7,900
+0.1%
0.15%
-5.8%
Q1 2020$408,000
-5.1%
7,890
-4.0%
0.16%
+9.1%
Q4 2019$430,000
-2.3%
8,215
-2.0%
0.14%
-8.3%
Q3 2019$440,000
-0.9%
8,385
-0.7%
0.16%
-2.5%
Q2 2019$444,000
-6.3%
8,445
-7.9%
0.16%
-9.6%
Q1 2019$474,000
+2.8%
9,170
+1.2%
0.18%
-7.8%
Q4 2018$461,000
-2.1%
9,065
-1.3%
0.19%
+2.1%
Q3 2018$471,000
-0.2%
9,180
+0.7%
0.19%
-7.8%
Q2 2018$472,000
-0.6%
9,115
-0.3%
0.20%
-1.9%
Q1 2018$475,000
+1.5%
9,145
+1.6%
0.21%
+2.5%
Q4 2017$468,000
-1.1%
9,000
-0.7%
0.20%
-4.7%
Q3 2017$473,000
+13.4%
9,060
+13.2%
0.21%
+6.0%
Q2 2017$417,000
-7.7%
8,000
-6.4%
0.20%
-11.5%
Q1 2017$452,000
+0.4%
8,550
-0.2%
0.23%
-1.7%
Q4 2016$450,000
-0.2%
8,570
+0.2%
0.23%
-4.9%
Q3 2016$451,000
-0.2%
8,555
+0.1%
0.24%
+0.4%
Q2 2016$452,000
-1.3%
8,550
-2.3%
0.24%
-2.0%
Q1 2016$458,000
-0.2%
8,750
-2.1%
0.25%
+0.4%
Q4 2015$459,000
-6.7%
8,935
-6.4%
0.25%
-10.2%
Q3 2015$492,000
+2.7%
9,545
+4.1%
0.27%
+12.8%
Q2 2015$479,0009,1650.24%
Other shareholders
PIMCO ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Archvest Wealth Advisors, Inc. 238,967$11,996,1984.90%
Hudson Portfolio Management LLC 38,663$1,936,6302.20%
Ameritas Advisory Services, LLC 815,151$40,830,8822.04%
Kelman-Lazarov, Inc. 117,026$5,861,8321.39%
MAS Advisors LLC 18,054$904,3441.29%
Signify Wealth 9,901$495,9410.67%
Bleakley Financial Group, LLC 359,069$17,985,7760.63%
Simplicity Solutions, LLC 359,069$17,985,7760.58%
Lutz Financial Services LLC 102,690$5,143,7420.56%
Essential Planning, LLC. 19,847$994,1180.55%
View complete list of PIMCO ETF TR shareholders