Beta Wealth Group, Inc. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 214 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$2,955,870
-2.9%
59,035
+0.5%
1.75%
-0.7%
Q2 2023$3,045,407
+80.3%
58,746
+81.8%
1.76%
+82.2%
Q1 2023$1,688,716
+544.5%
32,314
+549.5%
0.97%
-68.4%
Q1 2014$262,000
-44.8%
4,975
-45.8%
3.06%
-49.2%
Q4 2013$475,0009,1756.02%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
STEPH & CO 86,601$4,818,0004.80%
Sunesis Advisors, LLC 41,872$2,329,0002.14%
BEAM WEALTH ADVISORS, INC. 31,613$1,765,0001.78%
Independence Wealth Advisors, Inc. 9,756$543,0001.31%
Stokes Capital Advisors, LLC 42,970$2,390,0001.26%
Avondale Wealth Management 10,350$576,0000.82%
Harborview Advisors, LLC 17,314$963,0000.80%
Occidental Asset Management, LLC 22,003$1,224,0000.54%
Invst, LLC 31,717$1,765,0000.52%
Cornerstone Wealth Management, LLC 57,627$3,206,0000.52%
View complete list of PIMCO ETF TR shareholders