GeoWealth Management, LLC - 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
GeoWealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2023$47
-54.8%
919
-54.8%
0.01%
-58.3%
Q1 2023$104
-92.7%
2,031
-92.9%
0.01%
-92.1%
Q4 2022$1,433
-98.6%
28,738
+1318.5%
0.15%
+1272.7%
Q3 2022$101,000
+573.3%
2,026
+653.2%
0.01%
+1000.0%
Q1 2022$15,000
+36.4%
269
+37.9%
0.00%0.0%
Q4 2021$11,000
+10.0%
195
+10.2%
0.00%0.0%
Q3 2021$10,0001770.00%
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