Focused Wealth Management, Inc - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 123 filers reported holding PIMCO ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$17,765
-11.7%
355
-11.2%
0.00%
-25.0%
Q2 2023$20,123
-13.8%
400
-12.7%
0.00%
-20.0%
Q1 2023$23,352
+2.4%
458
+0.2%
0.01%0.0%
Q4 2022$22,805
-0.8%
4570.0%0.01%0.0%
Q3 2022$23,000
-4.2%
457
+0.4%
0.01%
+25.0%
Q2 2022$24,000
-4.0%
455
+0.7%
0.00%0.0%
Q1 2022$25,0000.0%452
+0.2%
0.00%0.0%
Q4 2021$25,0000.0%4510.0%0.00%0.0%
Q3 2021$25,0000.0%451
+0.4%
0.00%0.0%
Q2 2021$25,0000.0%449
+0.2%
0.00%0.0%
Q1 2021$25,000
+4.2%
4480.0%0.00%
-20.0%
Q4 2020$24,0000.0%448
-0.4%
0.01%0.0%
Q3 2020$24,0000.0%4500.0%0.01%
-16.7%
Q2 2020$24,000
+4.3%
450
+0.2%
0.01%
-14.3%
Q1 2020$23,000
-14.8%
449
-13.2%
0.01%
+16.7%
Q4 2019$27,000
-25.0%
517
-25.0%
0.01%
-40.0%
Q3 2019$36,000
-2.7%
689
-3.2%
0.01%0.0%
Q2 2019$37,000
-21.3%
712
-21.3%
0.01%
-28.6%
Q1 2019$47,000
-86.3%
905
-86.6%
0.01%
-88.0%
Q4 2018$343,000
-33.0%
6,752
-32.4%
0.12%
-32.8%
Q3 2018$512,000
-12.3%
9,983
-11.6%
0.17%
-13.9%
Q2 2018$584,000
-5.5%
11,288
-5.0%
0.20%
+2.5%
Q1 2018$618,000
+5.5%
11,888
+5.5%
0.20%
+4.8%
Q4 2017$586,000
-85.7%
11,271
-85.6%
0.19%
-86.2%
Q3 2017$4,098,000
+18.4%
78,513
+18.3%
1.37%
+5.7%
Q2 2017$3,462,000
+1.0%
66,364
+2.3%
1.29%
-3.6%
Q1 2017$3,427,000
+342600.0%
64,873
+360305.6%
1.34%
Q4 2016$1,0000.0%180.0%0.00%
Q3 2016$1,0000.0%180.0%0.00%
Q2 2016$1,0000.0%180.0%0.00%
-100.0%
Q1 2016$1,0000.0%180.0%0.00%0.0%
Q4 2015$1,000
-99.9%
18
-99.9%
0.00%
-99.8%
Q3 2015$953,000
-1.2%
18,4750.0%0.60%
+1.3%
Q2 2015$965,000
+0.6%
18,4750.0%0.60%
+1.4%
Q1 2015$959,000
+8.6%
18,475
+8.2%
0.59%
-5.8%
Q4 2014$883,000
+8.7%
17,075
+10.5%
0.62%
+0.3%
Q3 2014$812,000
-2.4%
15,458
-0.5%
0.62%
-4.3%
Q2 2014$832,000
+0.5%
15,538
-0.6%
0.65%
-5.9%
Q1 2014$828,000
-16.3%
15,633
-16.4%
0.69%
-16.4%
Q4 2013$989,000
-0.3%
18,6980.0%0.83%
-12.4%
Q3 2013$992,00018,6980.94%
Other shareholders
PIMCO ETF TR shareholders Q3 2021
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