Advocacy Wealth Management Services, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 153 filers reported holding PIMCO ETF TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$75,257,732
+105.0%
794,948
+105.4%
6.21%
+96.7%
Q1 2024$36,713,481
+8.9%
387,028
+8.8%
3.16%
-1.4%
Q4 2023$33,721,203
+31.0%
355,859
+29.5%
3.20%
+11.7%
Q3 2023$25,750,846274,7052.86%
Other shareholders
PIMCO ETF TR shareholders Q1 2024
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 127,916$12,115,00013.95%
ACCESS FINANCIAL SERVICES, INC. 175,056$16,580,00010.74%
Elwood & Goetz Wealth Advisory Group, LLC 316,730$29,998,00010.13%
Treasure Coast Financial Planning 128,059$12,128,0009.73%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,279,099$121,143,0009.36%
TOBIAS FINANCIAL ADVISORS, INC. 195,732$18,538,0006.54%
CarsonAllaria Wealth Management, Ltd. 43,929$4,161,0003.86%
TD Capital Management LLC 274,129$25,963,0003.60%
Kathmere Capital Management, LLC 188,731$17,875,0003.56%
TCG Advisory Services, LLC 120,136$11,378,0003.43%
View complete list of PIMCO ETF TR shareholders