Annex Advisory Services, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 352 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2014$2,284,000
+2.8%
20,952
+0.6%
0.78%
-5.6%
Q1 2014$2,222,000
-82.6%
20,832
-82.9%
0.83%
-83.2%
Q4 2013$12,788,000
-0.8%
122,091
+0.3%
4.91%
-18.2%
Q3 2013$12,885,000
+3.1%
121,706
+2.7%
6.00%
-13.0%
Q2 2013$12,496,000118,4636.90%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
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