B. Riley Wealth Advisors, Inc. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 362 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
B. Riley Wealth Advisors, Inc. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$13,773,621
+51.1%
156,696
+57.4%
0.37%
+82.0%
Q2 2023$9,118,312
-8.9%
99,523
-7.8%
0.20%
-23.2%
Q1 2023$10,013,765
+5.4%
107,960
+3.2%
0.27%
+0.4%
Q4 2022$9,498,563
-10.8%
104,646
-11.8%
0.27%
-17.4%
Q3 2022$10,647,000
+2199.6%
118,658
+2343.0%
0.32%
+1594.7%
Q2 2022$463,000
-18.8%
4,857
-13.2%
0.02%0.0%
Q1 2022$570,000
-13.2%
5,595
-6.7%
0.02%0.0%
Q4 2021$657,000
-4.4%
5,997
-3.5%
0.02%
-13.6%
Q3 2021$687,000
+0.9%
6,213
+1.3%
0.02%0.0%
Q2 2021$681,000
+35.1%
6,136
+33.4%
0.02%
+22.2%
Q1 2021$504,000
-93.2%
4,599
+6663.2%
0.02%
+800.0%
Q2 2014$7,400,000
+3988.4%
68
-96.0%
0.00%
-96.8%
Q3 2013$181,000
-55.6%
1,711
-55.8%
0.06%
-55.1%
Q2 2013$408,0003,8710.14%
Other shareholders
PIMCO ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 335,436$37,082,00024.02%
Cardinal Point Wealth Management LLC 346,378$38,292,00018.00%
Lee Financial Group Hawaii, Inc. 182,199$20,142,00014.81%
HARVEST GROUP WEALTH MANAGEMENT, LLC 178,118$19,691,00011.57%
John W. Brooker & Co., CPAs 164,160$18,148,00010.22%
PRUDENT INVESTORS NETWORK, INC. 161,023$17,801,0008.91%
Hudson Capital Management LLC 193,006$21,337,0008.54%
Elwood & Goetz Wealth Advisory Group, LLC 218,612$24,168,0008.34%
Seascape Capital Management 118,764$13,129,0006.73%
Capital Advisors Wealth Management, LLC 171,350$18,943,0006.72%
View complete list of PIMCO ETF TR shareholders