CAPTRUST FINANCIAL ADVISORS - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 109 filers reported holding PIMCO ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$6,034,965
-4.4%
64,380
-4.4%
0.02%
-8.0%
Q2 2023$6,315,124
+12530.2%
67,368
+13676.7%
0.02%
+2400.0%
Q1 2021$50,0004890.00%
Other shareholders
PIMCO ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
O'Connor Financial Group LLC 161,473$15,136,67810.44%
Elwood & Goetz Wealth Advisory Group, LLC 454,149$42,572,3849.70%
Antonetti Capital Management LLC 68,211$6,394,1869.21%
ACCESS FINANCIAL SERVICES, INC. 162,601$15,242,3818.89%
AIFG Consultants Ltd. 110,888$10,394,7648.34%
TOBIAS FINANCIAL ADVISORS, INC. 235,814$22,105,4125.96%
Treasure Coast Financial Planning 93,575$8,771,7715.93%
Lionsbridge Wealth Management LLC 55,087$5,163,9114.61%
Smart Portfolios, LLC 24,078$2,257,0673.96%
Precision Wealth Strategies, LLC 25,751$2,413,9343.95%
View complete list of PIMCO ETF TR shareholders