WealthPLAN Partners, 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
WealthPLAN Partners, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$272,677
+3.9%
3,102
+8.3%
0.03%
-13.5%
Q2 2023$262,347
-24.9%
2,863
-23.9%
0.04%
-7.5%
Q1 2023$349,170
-65.2%
3,764
-65.3%
0.04%
-42.9%
Q4 2022$1,003,038
-92.2%
10,850
-91.8%
0.07%
-92.2%
Q1 2022$12,880,000
-55.9%
131,871
-51.6%
0.89%
-53.5%
Q4 2021$29,211,000
-2.0%
272,490
+0.3%
1.92%
-2.9%
Q3 2021$29,806,000
-1.3%
271,733
+0.1%
1.98%
-6.7%
Q2 2021$30,201,000
-1.5%
271,541
-2.4%
2.12%
-10.7%
Q1 2021$30,673,000
-14.4%
278,189
-12.8%
2.38%
-21.9%
Q4 2020$35,835,000
+0.1%
318,963
-0.3%
3.05%
-12.7%
Q3 2020$35,810,000
+11.1%
319,782
+11.5%
3.49%
+4.6%
Q2 2020$32,221,000
+4.7%
286,839
+1.9%
3.34%
-16.5%
Q1 2020$30,772,000
+14.3%
281,479
+14.6%
3.99%
+25.6%
Q4 2019$26,933,000
+7529.7%
245,556
+7269.6%
3.18%
+3048.5%
Q2 2017$353,000
-99.3%
3,332
+640.4%
0.10%
-38.8%
Q1 2017$47,498,000
-88.9%
450
-88.7%
0.16%
+18.7%
Q3 2016$426,715,000
-0.3%
3,982
-47.9%
0.14%
+152.7%
Q2 2016$427,943,000
+428.5%
7,637
+882.9%
0.06%
+323.1%
Q4 2015$80,979,000
+224841.7%
777
+137.6%
0.01%
-23.5%
Q1 2015$36,0003270.02%
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