Summit Financial Wealth Advisors, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 275 filers reported holding PIMCO ETF TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q4 2021$228,000
+8.1%
2,100
+10.0%
0.04%
-8.3%
Q3 2021$211,000
-0.5%
1,909
-0.3%
0.05%0.0%
Q2 2021$212,000
-4.1%
1,914
-2.0%
0.05%
-14.3%
Q1 2021$221,000
-9.4%
1,953
-10.0%
0.06%
-16.4%
Q4 2020$244,000
+11.4%
2,171
+10.4%
0.07%
+15.5%
Q3 2020$219,000
-24.2%
1,966
-23.9%
0.06%
-24.7%
Q2 2020$289,000
+4.3%
2,5850.0%0.08%
-11.5%
Q1 2020$277,000
+0.7%
2,585
+2.9%
0.09%
+29.9%
Q4 2019$275,000
+2.2%
2,511
+1.0%
0.07%
+1.5%
Q3 2019$269,000
+1.5%
2,485
+0.7%
0.07%
+1.5%
Q2 2019$265,000
+2.7%
2,467
+0.4%
0.06%
-4.4%
Q1 2019$258,000
-1.1%
2,458
-3.4%
0.07%
-20.0%
Q4 2018$261,0002,5440.08%
Other shareholders
PIMCO ETF TR shareholders Q3 2019
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 335,436$37,082,00024.02%
Cardinal Point Wealth Management LLC 346,378$38,292,00018.00%
Lee Financial Group Hawaii, Inc. 182,199$20,142,00014.81%
HARVEST GROUP WEALTH MANAGEMENT, LLC 178,118$19,691,00011.57%
John W. Brooker & Co., CPAs 164,160$18,148,00010.22%
PRUDENT INVESTORS NETWORK, INC. 161,023$17,801,0008.91%
Hudson Capital Management LLC 193,006$21,337,0008.54%
Elwood & Goetz Wealth Advisory Group, LLC 218,612$24,168,0008.34%
Seascape Capital Management 118,764$13,129,0006.73%
Capital Advisors Wealth Management, LLC 171,350$18,943,0006.72%
View complete list of PIMCO ETF TR shareholders