Fernwood Investment Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 154 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$937,400
-0.0%
10,0000.0%0.34%
+1.5%
Q2 2023$937,410
-1.2%
10,0000.0%0.33%
-8.8%
Q1 2023$948,850
+0.7%
10,0000.0%0.36%
-6.7%
Q4 2022$942,600
-0.5%
10,0000.0%0.39%
-2.3%
Q3 2022$947,000
-1.4%
10,0000.0%0.40%
-3.6%
Q2 2022$960,000
-1.5%
10,0000.0%0.41%
+21.1%
Q1 2022$975,000
-3.1%
10,0000.0%0.34%
+4.0%
Q4 2021$1,006,000
-1.2%
10,0000.0%0.33%
-6.0%
Q3 2021$1,018,000
+0.1%
10,0000.0%0.35%
+4.2%
Q2 2021$1,017,000
-0.3%
10,0000.0%0.34%
-10.4%
Q1 2021$1,020,0000.0%10,0000.0%0.38%
-6.7%
Q4 2020$1,020,00010,0000.40%
Other shareholders
PIMCO ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 35,936$3,631,0002.37%
Cedar Wealth Management, LLC 31,011$3,134,0002.15%
B. Riley Financial, Inc. 6,813$688,0000.44%
HOWLAND CAPITAL MANAGEMENT LLC 34,800$3,517,0000.33%
Capital Advisors, Ltd. LLC 5,635$569,0000.25%
LADENBURG THALMANN FINANCIAL SERVICES INC. 145,623$14,714,0000.22%
Asset Planning Services, Ltd. 1,282$130,0000.11%
Virtu KCG Holdings LLC 28,319$2,862,0000.07%
Ancora Advisors LLC 2,000$202,0000.02%
JANE STREET GROUP, LLC 18,597$1,879,0000.01%
View complete list of PIMCO ETF TR shareholders