Wolf Group Capital Advisors - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 379 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wolf Group Capital Advisors ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$679,623
+11.5%
7,461
+12.1%
0.27%
-7.6%
Q1 2024$609,7040.0%6,6540.0%0.29%
+0.3%
Q4 2023$609,704
+6.7%
6,654
+2.4%
0.29%
+7.0%
Q3 2023$571,510
-4.8%
6,501
-0.3%
0.27%
-9.7%
Q2 2023$600,042
-0.5%
6,520
+0.3%
0.30%
-0.3%
Q1 2023$602,908
-9.2%
6,500
-11.4%
0.30%
-4.2%
Q4 2022$664,153
+2.0%
7,340
+1.2%
0.31%
-12.3%
Q3 2022$651,000
-5.4%
7,253
+0.5%
0.36%
-0.3%
Q2 2022$688,000
-10.2%
7,219
-4.1%
0.36%
-8.7%
Q1 2022$766,000
-67.7%
7,527
-65.3%
0.39%
+1.0%
Q4 2021$2,371,000
+194.5%
21,670
+197.5%
0.39%
-11.6%
Q3 2021$805,000
+2.8%
7,284
+3.3%
0.44%
+4.5%
Q2 2021$783,000
+18.6%
7,054
+17.0%
0.42%
+10.5%
Q1 2021$660,000
-1.5%
6,028
+1.8%
0.38%
-8.4%
Q4 2020$670,000
+9.1%
5,919
+8.4%
0.42%
-2.8%
Q3 2020$614,000
+24.3%
5,459
+23.4%
0.43%
+16.0%
Q2 2020$494,000
+23.8%
4,425
+17.8%
0.37%
+10.5%
Q1 2020$399,000
+3.1%
3,755
+4.7%
0.33%
+31.1%
Q4 2019$387,000
+38.2%
3,586
+39.5%
0.25%
+31.6%
Q3 2019$280,000
-24.1%
2,570
-25.1%
0.19%
-24.3%
Q2 2019$369,000
+8.2%
3,430
+6.2%
0.26%
+9.0%
Q1 2019$341,0003,2300.23%
Other shareholders
PIMCO ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Elwood & Goetz Wealth Advisory Group, LLC 144,969$15,787,00012.49%
Frisch Financial Group, Inc. 176,754$19,248,00011.63%
KAYS FINANCIAL ADVISORY CORP /ADV 524,835$57,154,00010.48%
FundX Investment Group, LLC 179,452$19,542,0006.94%
Regis Management CO LLC 543,672$59,206,0005.01%
Hudson Capital Management LLC 74,696$8,134,383,0004.53%
Family Management Corp 107,622$11,720,0004.37%
Cornerstone Wealth Management, LLC 186,936$20,357,0003.59%
Stokes Capital Advisors, LLC 48,613$5,294,0002.86%
FOUNDERS FINANCIAL SECURITIES LLC 81,087$8,830,0002.82%
View complete list of PIMCO ETF TR shareholders