Burt Wealth Advisors - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 396 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$327,068
-45.5%
3,591
-45.0%
0.09%
-43.4%
Q1 2024$599,597
+80.6%
6,527
+81.8%
0.15%
+60.0%
Q4 2023$331,988
+5.2%
3,5910.0%0.10%
-2.1%
Q3 2023$315,649
-4.1%
3,5910.0%0.10%
-2.0%
Q2 2023$329,007
-1.2%
3,5910.0%0.10%
-4.8%
Q1 2023$333,083
+2.5%
3,5910.0%0.10%
-4.6%
Q4 2022$324,914
+0.9%
3,5910.0%0.11%
-15.5%
Q3 2022$322,000
-5.8%
3,5910.0%0.13%
+8.4%
Q2 2022$342,000
-6.3%
3,5910.0%0.12%
+9.2%
Q1 2022$365,000
-7.1%
3,5910.0%0.11%
-14.8%
Q4 2021$393,000
-1.0%
3,5910.0%0.13%
+0.8%
Q3 2021$397,000
-0.3%
3,5910.0%0.13%
-11.8%
Q2 2021$398,000
+1.3%
3,5910.0%0.14%
-0.7%
Q1 2021$393,000
-3.2%
3,5910.0%0.14%
+3.6%
Q4 2020$406,000
+0.5%
3,5910.0%0.14%
-7.3%
Q3 2020$404,000
+0.7%
3,5910.0%0.15%
-7.4%
Q2 2020$401,000
+5.2%
3,5910.0%0.16%
-4.7%
Q1 2020$381,000
-1.6%
3,5910.0%0.17%
+13.2%
Q4 2019$387,000
-1.0%
3,5910.0%0.15%
-6.2%
Q3 2019$391,000
+1.3%
3,5910.0%0.16%
-4.7%
Q2 2019$386,000
+1.8%
3,5910.0%0.17%
-1.2%
Q1 2019$379,000
+1.3%
3,591
-1.4%
0.17%
-3.4%
Q4 2018$374,000
+0.3%
3,6410.0%0.18%
+4.7%
Q3 2018$373,000
+191.4%
3,641
+193.4%
0.17%
+177.0%
Q2 2018$128,000
-0.8%
1,2410.0%0.06%
-7.6%
Q1 2018$129,000
-2.3%
1,2410.0%0.07%
-19.5%
Q4 2017$132,0000.0%1,2410.0%0.08%
-4.7%
Q3 2017$132,000
-86.1%
1,241
-86.2%
0.09%
-86.9%
Q2 2017$951,000
+626.0%
8,974
+623.1%
0.66%
+600.0%
Q1 2017$131,000
-86.0%
1,241
-86.2%
0.09%
-88.8%
Q4 2016$937,000
-2.9%
8,997
+0.6%
0.84%
-18.7%
Q3 2016$965,000
+1.0%
8,946
+0.5%
1.03%
-2.8%
Q2 2016$955,000
+2.2%
8,900
+0.5%
1.06%
+24.6%
Q1 2016$934,000
-13.8%
8,858
-14.8%
0.85%
-1.6%
Q4 2015$1,083,000
+19.1%
10,394
+20.5%
0.86%
-23.5%
Q3 2015$909,000
-19.1%
8,624
-9.9%
1.13%
-7.5%
Q2 2015$1,124,000
+24.5%
9,575
+16.8%
1.22%
+33.1%
Q1 2015$903,000
+36.6%
8,199
+32.9%
0.92%
+30.9%
Q4 2014$661,0006,1690.70%
Other shareholders
PIMCO ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Elwood & Goetz Wealth Advisory Group, LLC 144,969$15,787,00012.49%
Frisch Financial Group, Inc. 176,754$19,248,00011.63%
KAYS FINANCIAL ADVISORY CORP /ADV 524,835$57,154,00010.48%
FundX Investment Group, LLC 179,452$19,542,0006.94%
Regis Management CO LLC 543,672$59,206,0005.01%
Hudson Capital Management LLC 74,696$8,134,383,0004.53%
Family Management Corp 107,622$11,720,0004.37%
Cornerstone Wealth Management, LLC 186,936$20,357,0003.59%
Stokes Capital Advisors, LLC 48,613$5,294,0002.86%
FOUNDERS FINANCIAL SECURITIES LLC 81,087$8,830,0002.82%
View complete list of PIMCO ETF TR shareholders