Atria Investments, Inc - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 403 filers reported holding PIMCO ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$1,574,036
-30.0%
17,282
-29.4%
0.02%
-35.5%
Q1 2024$2,247,857
+1.7%
24,470
+2.4%
0.03%
-8.8%
Q4 2023$2,209,648
-7.0%
23,901
-11.6%
0.03%
-19.0%
Q3 2023$2,376,304
+0.1%
27,034
+4.3%
0.04%
-2.3%
Q2 2023$2,374,328
+11.4%
25,915
+12.8%
0.04%
+7.5%
Q1 2023$2,130,592
-12.0%
22,970
-14.1%
0.04%
-20.0%
Q4 2022$2,419,815
+7.5%
26,744
+6.6%
0.05%0.0%
Q3 2022$2,251,000
+4.7%
25,091
+11.2%
0.05%
+11.1%
Q2 2022$2,150,000
-40.1%
22,573
-36.0%
0.04%
-28.6%
Q1 2022$3,587,000
-28.2%
35,245
-22.9%
0.06%
-29.2%
Q4 2021$4,998,000
+16.2%
45,685
+17.4%
0.09%
+14.1%
Q3 2021$4,301,000
+17.6%
38,904
+18.0%
0.08%
+9.9%
Q2 2021$3,657,000
+9.8%
32,957
+8.3%
0.07%
-4.1%
Q1 2021$3,332,000
+36.9%
30,439
+41.5%
0.07%
+25.4%
Q4 2020$2,434,000
+1.3%
21,515
+0.7%
0.06%
-19.2%
Q3 2020$2,402,000
+29.0%
21,366
+28.0%
0.07%
+14.1%
Q2 2020$1,862,000
+10.0%
16,690
+4.7%
0.06%
-50.8%
Q1 2020$1,692,000
-11.1%
15,940
-9.7%
0.13%
+150.0%
Q4 2019$1,903,000
+12.6%
17,650
+13.7%
0.05%
-13.3%
Q3 2019$1,690,000
-50.5%
15,520
-50.6%
0.06%
-52.8%
Q2 2019$3,412,000
+779.4%
31,398
+754.4%
0.13%
+693.8%
Q1 2019$388,000
-8.1%
3,675
-10.4%
0.02%
-15.8%
Q4 2018$422,000
+29.1%
4,103
+28.6%
0.02%
+46.2%
Q3 2018$327,000
+29.2%
3,191
+29.9%
0.01%
+18.2%
Q2 2018$253,000
-17.9%
2,456
-16.8%
0.01%
-26.7%
Q1 2018$308,000
-6.9%
2,952
-5.3%
0.02%
-6.2%
Q4 2017$331,000
-71.3%
3,118
-71.1%
0.02%
-74.6%
Q3 2017$1,154,000
-4.5%
10,806
-5.1%
0.06%
-14.9%
Q2 2017$1,208,000
+23.1%
11,390
+22.2%
0.07%
+15.6%
Q1 2017$981,000
+34.4%
9,319
+37.7%
0.06%
-4.5%
Q3 2016$730,000
+26.1%
6,767
+26.0%
0.07%
+8.1%
Q2 2016$579,000
-0.7%
5,370
-2.9%
0.06%
-6.1%
Q1 2016$583,000
+11.7%
5,528
+10.6%
0.07%
+15.8%
Q4 2015$522,000
-21.5%
4,996
-20.5%
0.06%
-17.4%
Q3 2013$665,000
+112.5%
6,284
+111.7%
0.07%
+81.6%
Q2 2013$313,0002,9690.04%
Other shareholders
PIMCO ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 387,178$42,361,00023.94%
Cardinal Point Wealth Management Partners, LLC 354,231$38,815,00016.83%
Lee Financial Group Hawaii, Inc. 163,868$17,929,00013.03%
HARVEST GROUP WEALTH MANAGEMENT, LLC 160,128$17,520,0009.83%
John W. Brooker & Co., CPAs 172,448$18,868,0009.70%
PRUDENT INVESTORS NETWORK, INC. 180,918$19,794,0009.33%
Pinnacle Wealth Management, LLC 97,714$10,691,0009.15%
Elwood & Goetz Wealth Advisory Group, LLC 243,859$26,681,0008.31%
Hudson Capital Management LLC 202,276$22,213,0008.05%
Claremont Financial Group, Inc. 71$1,812,0007.91%
View complete list of PIMCO ETF TR shareholders