WealthPLAN Partners, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is and the CUSIP is 72201R635. A total of 23 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q4 2023$11,449,824
+8.3%
252,088
+2.3%
1.18%
-4.2%
Q3 2023$10,575,618
+29.2%
246,403
+34.1%
1.23%
+6.1%
Q2 2023$8,187,676
-9.2%
183,724
-9.5%
1.16%
+12.9%
Q1 2023$9,021,631
-43.3%
203,007
-43.0%
1.03%
-7.7%
Q4 2022$15,920,484
+78.7%
356,402
+79.6%
1.11%
+79.9%
Q1 2022$8,911,000198,4220.62%
Other shareholders
PIMCO ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
CarsonAllaria Wealth Management, Ltd. 116,165$5,125,0004.79%
Paulson Wealth Management Inc. 60,665$2,677,0001.41%
MBL Wealth, LLC 55,100$2,4310.61%
Landmark Wealth Management, LLC 9,402$415,0000.53%
Signify Wealth 5,563$245,0000.34%
Tortoise Investment Management, LLC 11,760$519,0000.10%
Brinker Capital Investments, LLC 48,463$2,138,0000.04%
CWM, LLC 113,983$5,029,0000.04%
Visionary Wealth Advisors 6,475$286,0000.03%
Orion Portfolio Solutions, LLC 7,752$342,0000.01%
View complete list of PIMCO ETF TR shareholders