NewEdge Advisors, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 380 filers reported holding PIMCO ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$1,310,826
-54.3%
14,912
-52.3%
0.01%
-56.2%
Q2 2023$2,865,873
-7.7%
31,281
-6.5%
0.03%
-17.9%
Q1 2023$3,103,511
-44.7%
33,451
-49.2%
0.04%
-74.2%
Q4 2022$5,610,183
+35.1%
65,798
+42.1%
0.15%
+122.1%
Q3 2022$4,152,000
+13.0%
46,291
+20.0%
0.07%
+11.5%
Q2 2022$3,674,000
+262.7%
38,572
+316.5%
0.06%
+306.7%
Q4 2021$1,013,000
+11.2%
9,262
+12.5%
0.02%
-34.8%
Q3 2021$911,000
+4.7%
8,236
+5.0%
0.02%0.0%
Q2 2021$870,000
-67.9%
7,843
-68.3%
0.02%
-71.6%
Q1 2021$2,710,000
+42.5%
24,763
+47.2%
0.08%
+30.6%
Q4 2020$1,902,000
-3.5%
16,819
-4.1%
0.06%
-10.1%
Q3 2020$1,972,000
+25.8%
17,539
+24.9%
0.07%
+13.1%
Q2 2020$1,567,000
+2.4%
14,043
-2.6%
0.06%
-17.6%
Q1 2020$1,531,000
-15.6%
14,417
-14.4%
0.07%
+2.8%
Q4 2019$1,815,000
+6.0%
16,838
+7.1%
0.07%
-5.3%
Q3 2019$1,712,000
+12.9%
15,724
+11.4%
0.08%
-18.3%
Q2 2019$1,517,00014,1130.09%
Other shareholders
PIMCO ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
Essential Planning, LLC. 522,084$46,040,96025.50%
Ferguson Shapiro LLC 489,978$43,069,07323.70%
TECTONIC ADVISORS LLC 1,672,155$146,982,45613.78%
John W. Brooker & Co., CPAs 189,256$16,635,63410.52%
Smart Portfolios, LLC 60,927$5,355,4839.62%
PRUDENT INVESTORS NETWORK, INC. 230,178$20,232,6029.47%
Treasure Coast Financial Planning 148,216$13,028,2039.04%
Hudson Capital Management LLC 256,894$22,580,9939.00%
Southland Equity Partners LLC 204,728$17,995,5846.19%
KWB Wealth 390,068$35,738,0725.73%
View complete list of PIMCO ETF TR shareholders