UNITED CAPITAL FINANCIAL ADVISORS, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 372 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
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2022$217,000
-43.2%
2,414
-39.7%
0.00%
-50.0%
Q2 2022$382,000
-15.7%
4,006
-10.1%
0.00%0.0%
Q1 2022$453,000
-21.6%
4,455
-15.7%
0.00%
-33.3%
Q4 2021$578,000
-30.0%
5,282
-29.3%
0.00%
-25.0%
Q3 2021$826,000
-26.4%
7,471
-26.1%
0.00%
-33.3%
Q2 2021$1,122,000
+0.2%
10,113
-1.1%
0.01%0.0%
Q1 2021$1,120,000
-32.8%
10,228
-30.6%
0.01%
-40.0%
Q4 2020$1,666,000
-9.2%
14,730
-9.8%
0.01%
-16.7%
Q3 2020$1,835,000
-39.0%
16,322
-39.5%
0.01%
-45.5%
Q2 2020$3,010,000
-21.1%
26,974
-24.9%
0.02%
-31.2%
Q1 2020$3,814,000
-22.2%
35,923
-21.0%
0.03%0.0%
Q4 2019$4,903,000
-29.7%
45,482
-29.0%
0.03%
-34.7%
Q3 2019$6,974,000
-3.7%
64,041
-4.9%
0.05%
+4.3%
Q2 2019$7,239,000
+1192.7%
67,356
+1169.2%
0.05%
+1075.0%
Q1 2019$560,000
+2.0%
5,307
-0.7%
0.00%0.0%
Q4 2018$549,000
-1.4%
5,342
-1.8%
0.00%0.0%
Q3 2018$557,000
-10.2%
5,441
-9.5%
0.00%
-20.0%
Q2 2018$620,000
-2.4%
6,013
-1.3%
0.01%0.0%
Q1 2018$635,000
-0.9%
6,092
+0.8%
0.01%0.0%
Q4 2017$641,000
-5.0%
6,042
-4.4%
0.01%
-16.7%
Q3 2017$675,000
+9.6%
6,321
+8.8%
0.01%0.0%
Q2 2017$616,000
+3.2%
5,808
+2.4%
0.01%0.0%
Q1 2017$597,000
-1.6%
5,670
-2.8%
0.01%0.0%
Q4 2016$607,000
-38.5%
5,831
-36.3%
0.01%
-40.0%
Q3 2016$987,000
-13.6%
9,148
-14.4%
0.01%
-16.7%
Q2 2016$1,143,000
-2.9%
10,682
-4.3%
0.01%
-7.7%
Q1 2016$1,177,000
-12.4%
11,160
-13.5%
0.01%
-13.3%
Q4 2015$1,344,000
+82.4%
12,896
+84.4%
0.02%
+66.7%
Q3 2015$737,000
-0.7%
6,992
+0.9%
0.01%0.0%
Q2 2015$742,000
-4.7%
6,933
-3.0%
0.01%
-10.0%
Q1 2015$779,000
-56.5%
7,148
-57.2%
0.01%
-23.1%
Q4 2014$1,790,000
-90.8%
16,702
-90.7%
0.01%
-96.2%
Q3 2014$19,553,000
+301.3%
180,079
+302.8%
0.34%
+277.8%
Q2 2014$4,873,000
-75.6%
44,702
-76.1%
0.09%
-78.9%
Q1 2014$19,975,000
+27.5%
187,279
+26.6%
0.43%
-14.6%
Q3 2013$15,661,000
+11.3%
147,923
+10.9%
0.50%
+33.4%
Q2 2013$14,068,000133,3740.37%
Other shareholders
PIMCO ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Essential Planning, LLC. 522,084$46,040,96025.50%
Ferguson Shapiro LLC 489,978$43,069,07323.70%
TECTONIC ADVISORS LLC 1,672,155$146,982,45613.78%
John W. Brooker & Co., CPAs 189,256$16,635,63410.52%
Smart Portfolios, LLC 60,927$5,355,4839.62%
PRUDENT INVESTORS NETWORK, INC. 230,178$20,232,6029.47%
Treasure Coast Financial Planning 148,216$13,028,2039.04%
Hudson Capital Management LLC 256,894$22,580,9939.00%
Southland Equity Partners LLC 204,728$17,995,5846.19%
KWB Wealth 390,068$35,738,0725.73%
View complete list of PIMCO ETF TR shareholders