GeoWealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 149 filers reported holding PIMCO ETF TR in Q3 2022. 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 2022
NameSharesValueWeighting ↓
Parkside Advisors LLC 227,695$11,742,0008.70%
Destination Wealth Management 754,814$38,926,0004.32%
Boston Standard Wealth Management, LLC 74,324$3,828,000,0003.81%
Mosaic Financial Partners, Inc. 107,585$5,548,0003.54%
Valmark Advisers, Inc. 2,531,698$131,014,0003.17%
Twele Capital Management, Inc. 205,109$10,577,0003.15%
Courage Miller Partners, LLC 76,081$3,923,0002.92%
Arbor Investment Advisors, LLC 81,076$4,181,0002.63%
PLANNING ALTERNATIVES LTD /ADV 161,681$8,338,0002.05%
Gateway Advisory, LLC 83,467$4,304,0002.04%
View complete list of PIMCO ETF TR shareholders