M Holdings Securities, Inc. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 103 filers reported holding PIMCO ETF TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q1 2023$286
+7.5%
5,611
+5.3%
0.03%
+7.1%
Q4 2022$266
-99.9%
5,3280.0%0.03%
-3.4%
Q3 2022$263,000
-5.7%
5,3280.0%0.03%
+3.6%
Q2 2022$279,000
-53.1%
5,328
-51.2%
0.03%
-37.8%
Q1 2022$595,000
+99.0%
10,920
+100.3%
0.04%
+66.7%
Q1 2021$299,000
-2.9%
5,451
-8.5%
0.03%
-62.0%
Q1 2019$308,000
+2.7%
5,958
+1.0%
0.07%
-23.7%
Q4 2018$300,000
+44.2%
5,897
+45.4%
0.09%
+72.2%
Q3 2018$208,000
-2.8%
4,055
-1.9%
0.05%
-8.5%
Q2 2018$214,000
+5.9%
4,133
+6.1%
0.06%
-4.8%
Q1 2018$202,000
-65.3%
3,894
-59.6%
0.06%
-29.5%
Q4 2017$582,000
+121.3%
9,632
+91.0%
0.09%
+6.0%
Q3 2017$263,000
-6.1%
5,044
-5.9%
0.08%
-13.5%
Q2 2017$280,000
+30.8%
5,363
+32.5%
0.10%
+17.1%
Q1 2017$214,000
-24.9%
4,049
-25.6%
0.08%
-17.2%
Q4 2016$285,000
-11.2%
5,440
-10.6%
0.10%
-32.2%
Q3 2016$321,000
+8.8%
6,085
+9.0%
0.15%
-3.3%
Q2 2016$295,000
+39.2%
5,581
+37.8%
0.15%
+16.2%
Q1 2016$212,000
-12.8%
4,049
-14.4%
0.13%
-20.2%
Q4 2015$243,000
-16.2%
4,730
-15.8%
0.16%
-20.9%
Q3 2015$290,000
+17.4%
5,618
+18.8%
0.21%
+24.8%
Q2 2015$247,000
+0.8%
4,7300.0%0.16%
+3.1%
Q1 2015$245,0000.0%4,7300.0%0.16%
+0.6%
Q4 2014$245,000
+195.2%
4,730
+528.2%
0.16%
+245.7%
Q3 2014$83,000
-67.2%
753
-84.1%
0.05%
-71.6%
Q2 2014$253,000
+1.2%
4,7300.0%0.16%
-38.2%
Q1 2014$250,000
-9.1%
4,730
-9.1%
0.26%
+33.7%
Q4 2013$275,0005,2030.20%
Other shareholders
PIMCO ETF TR shareholders Q1 2018
NameSharesValueWeighting ↓
Archvest Wealth Advisors, Inc. 238,967$11,996,1984.90%
Hudson Portfolio Management LLC 38,663$1,936,6302.20%
Ameritas Advisory Services, LLC 815,151$40,830,8822.04%
Kelman-Lazarov, Inc. 117,026$5,861,8321.39%
MAS Advisors LLC 18,054$904,3441.29%
Signify Wealth 9,901$495,9410.67%
Bleakley Financial Group, LLC 359,069$17,985,7760.63%
Simplicity Solutions, LLC 359,069$17,985,7760.58%
Lutz Financial Services LLC 102,690$5,143,7420.56%
Essential Planning, LLC. 19,847$994,1180.55%
View complete list of PIMCO ETF TR shareholders