IFP Advisors, Inc - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 143 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of PIMCO ETF TR
ValueSharesWeighting
Q4 2022$51
-99.9%
976
-0.6%
0.00%0.0%
Q3 2022$52,000
+4.0%
982
+2.5%
0.00%
-50.0%
Q2 2022$50,0000.0%9580.0%0.00%
+100.0%
Q1 2022$50,000
-79.4%
958
-78.3%
0.00%
-80.0%
Q3 2021$243,0004,4230.01%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$00
-100.0%
0.00%
Q1 2020$070.00%
Q4 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2019$19,0000.0%3610.0%0.00%
-66.7%
Q1 2019$19,000
-5.0%
361
-9.8%
0.00%
+200.0%
Q4 2018$20,000
-63.0%
400
-61.7%
0.00%
-50.0%
Q3 2018$54,000
-65.2%
1,045
-65.0%
0.00%
-71.4%
Q2 2018$155,000
-4.3%
2,989
-4.4%
0.01%0.0%
Q1 2018$162,0000.0%3,1250.0%0.01%0.0%
Q4 2017$162,000
-1.2%
3,125
-0.3%
0.01%0.0%
Q3 2017$164,000
+0.6%
3,134
+0.0%
0.01%0.0%
Q2 2017$163,000
-1.2%
3,133
+0.0%
0.01%0.0%
Q1 2017$165,000
-22.9%
3,132
-23.4%
0.01%
-30.0%
Q4 2016$214,000
-10.5%
4,087
-10.1%
0.01%
-16.7%
Q3 2016$239,000
-11.8%
4,544
-11.4%
0.01%
-20.0%
Q2 2016$271,000
+1326.3%
5,128
+1320.5%
0.02%
+400.0%
Q1 2016$19,000
-97.6%
361
-97.7%
0.00%
-94.4%
Q4 2015$806,00015,7090.05%
Other shareholders
PIMCO ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Archvest Wealth Advisors, Inc. 238,967$11,996,1984.90%
Hudson Portfolio Management LLC 38,663$1,936,6302.20%
Ameritas Advisory Services, LLC 815,151$40,830,8822.04%
Kelman-Lazarov, Inc. 117,026$5,861,8321.39%
MAS Advisors LLC 18,054$904,3441.29%
Signify Wealth 9,901$495,9410.67%
Bleakley Financial Group, LLC 359,069$17,985,7760.63%
Simplicity Solutions, LLC 359,069$17,985,7760.58%
Lutz Financial Services LLC 102,690$5,143,7420.56%
Essential Planning, LLC. 19,847$994,1180.55%
View complete list of PIMCO ETF TR shareholders