PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. 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 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,173,165 | -4.0% | 44,396 | -2.9% | 0.10% | -12.0% |
| Q2 2023 | $2,264,069 | +34.6% | 45,711 | +35.2% | 0.12% | +19.4% |
| Q1 2023 | $1,682,533 | +47.3% | 33,799 | +45.9% | 0.10% | +25.6% |
| Q4 2022 | $1,142,219 | +150.5% | 23,171 | +148.2% | 0.08% | +122.9% |
| Q3 2022 | $456,000 | -13.0% | 9,337 | -11.5% | 0.04% | -12.5% |
| Q2 2022 | $524,000 | – | 10,554 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Signify Wealth | 207,593 | $10,649,000 | 8.48% |
| MBL Wealth, LLC | 253,611 | $13,010,000 | 4.50% |
| Kathmere Capital Management, LLC | 197,732 | $10,143,000 | 1.84% |
| SWMG, LLC | 46,440 | $2,382,000 | 1.38% |
| OneDigital Investment Advisors LLC | 613,509 | $31,472,000 | 1.25% |
| StrongBox Wealth, LLC | 42,795 | $2,195,000 | 1.23% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 103,236 | $5,296,000 | 1.23% |
| PALLADIUM PARTNERS LLC | 460,430 | $23,619,000 | 1.08% |
| SITTNER & NELSON, LLC | 30,004 | $1,539,000 | 0.99% |
| Levy Wealth Management Group, LLC | 32,874 | $1,686,000 | 0.92% |