NewSquare Capital LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 73 filers reported holding PIMCO ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$1,899,994
-5.6%
38,815
-4.5%
0.20%
-3.8%
Q2 2023$2,012,652
-1.4%
40,635
-0.9%
0.21%
-13.3%
Q1 2023$2,040,233
-1.1%
40,985
-2.1%
0.24%
-6.2%
Q4 2022$2,063,735
+2.1%
41,865
+1.2%
0.26%
+1.6%
Q3 2022$2,021,000
+36.3%
41,360
+38.4%
0.25%
+33.2%
Q2 2022$1,483,000
+67.6%
29,875
+68.7%
0.19%
+102.1%
Q1 2022$885,000
-28.0%
17,706
-26.2%
0.09%
-27.7%
Q4 2021$1,229,000
+6.7%
23,991
+6.9%
0.13%
-3.7%
Q3 2021$1,152,000
-37.7%
22,450
-37.6%
0.14%
-38.4%
Q2 2021$1,850,000
-12.9%
35,956
-13.1%
0.22%
-21.2%
Q1 2021$2,125,000
-18.2%
41,375
-18.1%
0.28%
-23.6%
Q4 2020$2,599,000
+31.1%
50,521
+30.7%
0.36%
+14.5%
Q3 2020$1,982,000
+27.9%
38,662
+27.4%
0.32%
+20.0%
Q2 2020$1,550,000
+2.1%
30,351
+1.1%
0.26%
-5.7%
Q1 2020$1,518,000
+26.5%
30,011
+26.7%
0.28%
+41.2%
Q4 2019$1,200,000
+61.9%
23,696
+62.0%
0.20%
+48.5%
Q3 2019$741,00014,6310.13%
Other shareholders
PIMCO ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
Signify Wealth 176,553$9,066,0006.78%
MBL Wealth, LLC 167,716$8,612,0003.00%
Kathmere Capital Management, LLC 228,649$11,741,0002.32%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 96,255$4,943,0001.34%
OneDigital Investment Advisors LLC 543,278$27,897,0001.30%
FIRST NATIONAL CORP /MA/ /ADV 66,825$3,431,0000.85%
Crumly & Associates Inc. 25,539$1,311,0000.77%
Levy Wealth Management Group, LLC 20,506$1,053,0000.69%
MJP ASSOCIATES INC /ADV 30,562$1,569,0000.64%
CWM, LLC 1,114,924$57,363,0000.46%
View complete list of PIMCO ETF TR shareholders