Valmark Advisers, Inc. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 377 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is 1.11 and the average weighting 0.7%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$470,884
+66.8%
5,170
+68.2%
0.01%
+60.0%
Q1 2024$282,286
+16.5%
3,073
+17.2%
0.01%0.0%
Q4 2023$242,311
+4.3%
2,621
-0.9%
0.01%0.0%
Q3 2023$232,408
-16.0%
2,644
-12.4%
0.01%
-16.7%
Q2 2023$276,565
-1.2%
3,019
+0.1%
0.01%0.0%
Q1 2023$279,882
-2.7%
3,017
-5.1%
0.01%
-14.3%
Q4 2022$287,574
+29.0%
3,178
+44.9%
0.01%
+75.0%
Q1 2022$223,000
-22.3%
2,193
-16.3%
0.00%
-20.0%
Q4 2021$287,000
-16.6%
2,620
-15.8%
0.01%
-16.7%
Q3 2021$344,000
-33.3%
3,113
-33.1%
0.01%
-33.3%
Q2 2021$516,000
-87.1%
4,650
-87.3%
0.01%
-88.3%
Q1 2021$3,996,000
+67.1%
36,504
+72.7%
0.08%
+57.1%
Q4 2020$2,391,00021,1350.05%
Other shareholders
PIMCO ETF TR shareholders Q2 2022
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