AVANTAX ADVISORY SERVICES, INC. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 368 filers reported holding PIMCO ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$15,702,687
+10.2%
172,405
+11.2%
0.11%
-11.1%
Q1 2024$14,246,036
+28.1%
155,084
+29.0%
0.13%
+14.5%
Q4 2023$11,117,032
+139.4%
120,249
+127.6%
0.11%
+111.5%
Q3 2023$4,643,148
+6.6%
52,823
+11.1%
0.05%
+4.0%
Q2 2023$4,355,887
+24.4%
47,543
+25.9%
0.05%
+16.3%
Q1 2023$3,502,097
+142.4%
37,756
+136.4%
0.04%
+126.3%
Q4 2022$1,444,741
+27.3%
15,968
+26.2%
0.02%
+11.8%
Q3 2022$1,135,000
+40.5%
12,649
+49.2%
0.02%
+41.7%
Q2 2022$808,000
-50.7%
8,478
-47.5%
0.01%
-47.8%
Q1 2022$1,640,000
-3.8%
16,162
+3.7%
0.02%
-11.5%
Q4 2021$1,704,000
-15.4%
15,579
-14.3%
0.03%
-23.5%
Q3 2021$2,013,000
-0.3%
18,178
+0.0%
0.03%
-8.1%
Q2 2021$2,020,000
-9.3%
18,173
-10.7%
0.04%
-22.9%
Q1 2021$2,226,000
+36.6%
20,350
+41.4%
0.05%
+23.1%
Q4 2020$1,630,000
-48.9%
14,393
-49.3%
0.04%
-23.5%
Q3 2020$3,188,000
+190.1%
28,381
+188.1%
0.05%
+59.4%
Q2 2020$1,099,000
-23.1%
9,851
-27.0%
0.03%
-25.6%
Q1 2020$1,429,000
+59.0%
13,492
+61.3%
0.04%
+104.8%
Q4 2019$899,0008,3650.02%
Other shareholders
PIMCO ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
Elwood & Goetz Wealth Advisory Group, LLC 144,969$15,787,00012.49%
Frisch Financial Group, Inc. 176,754$19,248,00011.63%
KAYS FINANCIAL ADVISORY CORP /ADV 524,835$57,154,00010.48%
FundX Investment Group, LLC 179,452$19,542,0006.94%
Regis Management CO LLC 543,672$59,206,0005.01%
Hudson Capital Management LLC 74,696$8,134,383,0004.53%
Family Management Corp 107,622$11,720,0004.37%
Cornerstone Wealth Management, LLC 186,936$20,357,0003.59%
Stokes Capital Advisors, LLC 48,613$5,294,0002.86%
FOUNDERS FINANCIAL SECURITIES LLC 81,087$8,830,0002.82%
View complete list of PIMCO ETF TR shareholders