Dynamic Advisor Solutions LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 2 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$518,317
-0.7%
10,348
-0.2%
0.02%
-11.1%
Q2 2023$521,748
+9.4%
10,373
+11.0%
0.03%
-3.6%
Q1 2023$477,056
+83.5%
9,347
+88.3%
0.03%
+40.0%
Q2 2022$260,000
+22.6%
4,963
+27.8%
0.02%
+33.3%
Q1 2022$212,0003,8830.02%
Other shareholders
PIMCO ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Signify Wealth 379,981$20,139,00013.52%
Nvest Financial, LLC 218,317$11,894,0009.77%
Archvest Wealth Advisors, Inc. 126,796$6,908,0006.23%
BENNICAS & ASSOCIATES, INC. 197,445$10,757,0005.40%
Clear Perspectives Financial Planning, LLC 257,576$14,033,0005.32%
Smart Portfolios, LLC 44,755$2,438,0003.86%
Allegheny Financial Group LTD 146,951$8,006,0003.39%
Lokken Investment Group LLC 76,975$4,161,0003.30%
Arkos Global Advisors 210,894$11,490,0003.00%
AJ WEALTH STRATEGIES, LLC 971,946$52,952,0002.61%
View complete list of PIMCO ETF TR shareholders