ProVise Management Group, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 98 filers reported holding PIMCO ETF TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q1 2016$256,000
-10.2%
4,881
-12.0%
0.05%
-11.7%
Q4 2015$285,000
-25.4%
5,546
-25.2%
0.06%
-32.6%
Q3 2015$382,000
-9.7%
7,411
-8.6%
0.09%
-1.1%
Q2 2015$423,000
+0.5%
8,1060.0%0.09%
+1.1%
Q1 2015$421,000
-50.6%
8,106
-50.8%
0.09%
-2.2%
Q4 2014$852,000
+54.9%
16,474
+57.5%
0.09%
-23.5%
Q3 2014$550,000
-1.8%
10,460
+0.1%
0.12%
-2.5%
Q2 2014$560,000
-31.4%
10,454
-32.2%
0.12%
-38.4%
Q1 2014$816,000
+0.1%
15,4110.0%0.20%
-5.7%
Q4 2013$815,000
-0.2%
15,4110.0%0.21%
-9.1%
Q3 2013$817,000
-1.4%
15,411
-2.1%
0.23%
-5.7%
Q2 2013$829,00015,7360.24%
Other shareholders
PIMCO ETF TR shareholders Q3 2014
NameSharesValueWeighting ↓
Parkside Advisors LLC 227,695$11,742,0008.70%
Destination Wealth Management 754,814$38,926,0004.32%
Boston Standard Wealth Management, LLC 74,324$3,828,000,0003.81%
Mosaic Financial Partners, Inc. 107,585$5,548,0003.54%
Valmark Advisers, Inc. 2,531,698$131,014,0003.17%
Twele Capital Management, Inc. 205,109$10,577,0003.15%
Courage Miller Partners, LLC 76,081$3,923,0002.92%
Arbor Investment Advisors, LLC 81,076$4,181,0002.63%
PLANNING ALTERNATIVES LTD /ADV 161,681$8,338,0002.05%
Gateway Advisory, LLC 83,467$4,304,0002.04%
View complete list of PIMCO ETF TR shareholders