Capital Planning Advisors, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 374 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$3,479,522
-2.0%
39,585
+2.2%
0.73%
+0.8%
Q2 2023$3,549,725
+12.7%
38,744
+14.1%
0.72%
+7.6%
Q1 2023$3,148,755
+257.0%
33,947
+245.4%
0.67%
+182.3%
Q3 2022$882,000
-6.7%
9,829
-0.9%
0.24%
-5.2%
Q2 2022$945,000
-15.8%
9,920
-10.0%
0.25%
+4.2%
Q1 2022$1,122,000
-8.6%
11,024
-1.7%
0.24%
+2.6%
Q4 2021$1,227,000
-8.3%
11,211
-7.4%
0.23%
-15.8%
Q3 2021$1,338,000
+4.5%
12,101
+4.9%
0.28%
+5.7%
Q2 2021$1,280,000
+12.6%
11,540
+11.1%
0.26%
+3.1%
Q1 2021$1,137,000
-14.0%
10,387
-11.1%
0.26%
-21.5%
Q4 2020$1,322,000
+19.4%
11,690
+18.8%
0.32%
+7.3%
Q3 2020$1,107,000
+19.9%
9,844
+19.0%
0.30%
+10.2%
Q2 2020$923,000
+65.7%
8,269
+57.7%
0.28%
+32.2%
Q1 2020$557,0005,2440.21%
Other shareholders
PIMCO ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 428,369$38,433,00023.04%
Roger Wittlin Investment Advisory, LLC 13,344$658,00017.88%
John W. Brooker & Co., CPAs 194,011$17,407,00011.18%
Hudson Capital Management LLC 230,101$20,645,00010.28%
Treasure Coast Financial Planning 122,258$10,969,0008.80%
PRUDENT INVESTORS NETWORK, INC. 181,020$16,241,0008.59%
Hamilton Wealth, LLC 177,884$15,960,0006.74%
Lee Financial Group Hawaii, Inc. 90,371$8,108,0006.52%
Essential Planning, LLC. 12,562$1,126,0006.50%
Pinnacle Wealth Management, LLC 53,575$4,807,0005.84%
View complete list of PIMCO ETF TR shareholders