GeoWealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 372 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is 1.11 and the average weighting 0.7%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$12,169
-21.4%
138,453
-18.0%
1.38%
-17.5%
Q2 2023$15,476
-49.4%
168,899
-48.8%
1.67%
-53.3%
Q1 2023$30,603
+7.7%
329,920
+5.0%
3.58%
+19.1%
Q4 2022$28,420
-99.9%
314,114
+5.1%
3.00%
+2.6%
Q3 2022$26,819,000
+0.6%
298,922
+6.9%
2.93%
-18.0%
Q2 2022$26,646,000
-2.3%
279,718
+4.4%
3.57%
+49.0%
Q1 2022$27,263,000
+10.1%
267,866
+18.4%
2.40%
+18.7%
Q4 2021$24,756,000
+0.6%
226,286
+1.6%
2.02%
-0.5%
Q3 2021$24,619,000
-10.9%
222,708
-10.6%
2.03%
-41.9%
Q2 2021$27,641,000
+13.9%
249,101
+12.4%
3.50%
-7.6%
Q1 2021$24,262,000
+12.4%
221,675
+16.1%
3.78%
+9.3%
Q4 2020$21,582,000
+8.0%
190,887
+7.4%
3.46%
-42.7%
Q3 2020$19,984,000
+145.1%
177,700
+143.2%
6.04%
+79.3%
Q2 2020$8,153,000
+98.8%
73,064
+89.1%
3.37%
+16.2%
Q1 2020$4,102,000
-21.3%
38,638
-20.1%
2.90%
+3.4%
Q4 2019$5,212,00048,3462.80%
Other shareholders
PIMCO ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Essential Planning, LLC. 522,084$46,040,96025.50%
Ferguson Shapiro LLC 489,978$43,069,07323.70%
TECTONIC ADVISORS LLC 1,672,155$146,982,45613.78%
John W. Brooker & Co., CPAs 189,256$16,635,63410.52%
Smart Portfolios, LLC 60,927$5,355,4839.62%
PRUDENT INVESTORS NETWORK, INC. 230,178$20,232,6029.47%
Treasure Coast Financial Planning 148,216$13,028,2039.04%
Hudson Capital Management LLC 256,894$22,580,9939.00%
Southland Equity Partners LLC 204,728$17,995,5846.19%
KWB Wealth 390,068$35,738,0725.73%
View complete list of PIMCO ETF TR shareholders