PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 144 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $323,779 | -6.6% | 6,330 | -8.5% | 0.01% | -15.4% |
| Q3 2023 | $346,622 | +4.6% | 6,920 | +5.0% | 0.01% | +8.3% |
| Q2 2023 | $331,477 | +8.2% | 6,590 | +9.8% | 0.01% | 0.0% |
| Q1 2023 | $306,240 | +102321.4% | 6,000 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $299 | -99.9% | 6,000 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $296,000 | -5.7% | 6,000 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $314,000 | -4.0% | 6,000 | 0.0% | 0.01% | +18.2% |
| Q1 2022 | $327,000 | – | 6,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Signify Wealth | 379,981 | $20,139,000 | 13.52% |
| Nvest Financial, LLC | 218,317 | $11,894,000 | 9.77% |
| Archvest Wealth Advisors, Inc. | 126,796 | $6,908,000 | 6.23% |
| BENNICAS & ASSOCIATES, INC. | 197,445 | $10,757,000 | 5.40% |
| Clear Perspectives Financial Planning, LLC | 257,576 | $14,033,000 | 5.32% |
| Smart Portfolios, LLC | 44,755 | $2,438,000 | 3.86% |
| Allegheny Financial Group LTD | 146,951 | $8,006,000 | 3.39% |
| Lokken Investment Group LLC | 76,975 | $4,161,000 | 3.30% |
| Arkos Global Advisors | 210,894 | $11,490,000 | 3.00% |
| AJ WEALTH STRATEGIES, LLC | 971,946 | $52,952,000 | 2.61% |