Evanson Asset Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 132 filers reported holding PIMCO ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$315,868
-0.4%
6,3060.0%0.03%0.0%
Q2 2023$317,192
-1.4%
6,3060.0%0.03%
-9.4%
Q1 2023$321,858
+2.3%
6,3060.0%0.03%
-5.9%
Q4 2022$314,480
-12.2%
6,306
-12.9%
0.03%
-19.0%
Q3 2022$358,000
-5.3%
7,243
+0.3%
0.04%0.0%
Q2 2022$378,000
-3.6%
7,220
+0.3%
0.04%
+10.5%
Q1 2022$392,000
-1.3%
7,199
+0.1%
0.04%
+8.6%
Q4 2021$397,000
+27.7%
7,191
+27.4%
0.04%
+9.4%
Q3 2021$311,000
+0.3%
5,645
+0.2%
0.03%0.0%
Q2 2021$310,000
+0.3%
5,634
+0.1%
0.03%
-30.4%
Q1 2021$309,000
+1.3%
5,6270.0%0.05%
-6.1%
Q4 2020$305,000
+0.7%
5,627
+0.1%
0.05%
-10.9%
Q3 2020$303,000
+1.3%
5,622
+0.0%
0.06%
-6.8%
Q2 2020$299,000
+3.1%
5,620
+0.1%
0.06%
-14.5%
Q1 2020$290,000
-1.4%
5,616
+0.0%
0.07%
+19.0%
Q4 2019$294,0000.0%5,614
+0.1%
0.06%
-3.3%
Q3 2019$294,000
-0.3%
5,610
+0.1%
0.06%0.0%
Q2 2019$295,000
+1.7%
5,6060.0%0.06%0.0%
Q1 2019$290,000
+1.8%
5,606
+0.0%
0.06%
-7.7%
Q4 2018$285,000
-1.0%
5,605
+0.0%
0.06%
+10.2%
Q3 2018$288,000
-0.7%
5,603
+0.1%
0.06%
+1.7%
Q2 2018$290,000
-0.3%
5,598
+0.1%
0.06%
-3.3%
Q1 2018$291,0000.0%5,5930.0%0.06%
+1.7%
Q4 2017$291,000
-0.3%
5,593
+0.1%
0.06%
-4.8%
Q3 2017$292,0000.0%5,589
+0.0%
0.06%
-7.5%
Q2 2017$292,000
-1.0%
5,588
+0.1%
0.07%
-8.2%
Q1 2017$295,000
+0.7%
5,5840.0%0.07%
-11.0%
Q4 2016$293,000
-0.3%
5,5840.0%0.08%
-2.4%
Q3 2016$294,000
-0.3%
5,584
+0.1%
0.08%
-5.6%
Q2 2016$295,000
+1.0%
5,5810.0%0.09%
-11.0%
Q1 2016$292,000
+2.1%
5,5810.0%0.10%
-3.8%
Q4 2015$286,000
-0.7%
5,5810.0%0.10%
-3.7%
Q3 2015$288,000
-1.0%
5,581
+0.1%
0.11%
+6.9%
Q2 2015$291,000
+0.3%
5,5780.0%0.10%
-2.9%
Q1 2015$290,000
-0.7%
5,578
-1.2%
0.10%
-3.7%
Q4 2014$292,000
-1.7%
5,6480.0%0.11%
-10.7%
Q3 2014$297,000
-1.7%
5,648
+0.1%
0.12%
+3.4%
Q2 2014$302,000
+1.0%
5,645
+0.0%
0.12%
-10.7%
Q1 2014$299,0000.0%5,6440.0%0.13%
-1.5%
Q4 2013$299,0005,6440.13%
Other shareholders
PIMCO ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Archvest Wealth Advisors, Inc. 238,967$11,996,1984.90%
Hudson Portfolio Management LLC 38,663$1,936,6302.20%
Ameritas Advisory Services, LLC 815,151$40,830,8822.04%
Kelman-Lazarov, Inc. 117,026$5,861,8321.39%
MAS Advisors LLC 18,054$904,3441.29%
Signify Wealth 9,901$495,9410.67%
Bleakley Financial Group, LLC 359,069$17,985,7760.63%
Simplicity Solutions, LLC 359,069$17,985,7760.58%
Lutz Financial Services LLC 102,690$5,143,7420.56%
Essential Planning, LLC. 19,847$994,1180.55%
View complete list of PIMCO ETF TR shareholders