WBH ADVISORY INC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 123 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$479,221
+70.3%
9,790
+72.4%
0.06%
+78.8%
Q2 2023$281,330
-4.8%
5,680
-4.3%
0.03%
-10.8%
Q1 2023$295,494
-15.3%
5,936
-17.0%
0.04%
-26.0%
Q3 2022$349,000
-8.6%
7,152
-7.1%
0.05%
-2.0%
Q2 2022$382,0007,6990.05%
Other shareholders
PIMCO ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Signify Wealth 142,744$7,084,0009.82%
CarsonAllaria Wealth Management, Ltd. 141,742$7,035,0006.57%
Syverson Strege & Co 261,499$12,978,0004.77%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 130,225$6,463,0003.16%
CONDOR CAPITAL MANAGEMENT 242,602$12,040,0001.56%
MBL Wealth, LLC 121,706$6,0401.51%
SITTNER & NELSON, LLC 45,140$2,240,0001.46%
BEAM WEALTH ADVISORS, INC. 26,041$1,292,0001.44%
Wealth CMT 41,895$2,079,0001.21%
OneDigital Investment Advisors LLC 480,739$23,859,0001.02%
View complete list of PIMCO ETF TR shareholders