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 ↓
KAYS FINANCIAL ADVISORY CORP /ADV 183,943$19,266,00014.55%
INR ADVISORY SERVICES LLC 460,953$48,280,00011.18%
Litman Gregory Wealth Management LLC 75,744$7,933,0009.78%
Annex Advisory Services, LLC 122,091$12,788,0004.91%
AVALON CAPITAL MANAGEMENT 50,729$5,313,0004.48%
Capital Analysts, LLC 132,293$13,856,384,0003.77%
SPINNAKER TRUST 189,312$19,828,0003.30%
Somerset Group LLC 38,850$4,069,0003.18%
Gateway Advisory, LLC 54,328$5,690,0003.14%
Mosaic Financial Partners, Inc. 38,439$4,026,0002.94%
View complete list of PIMCO ETF TR shareholders