PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 144 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,884,414 | -1.9% | 37,621 | -1.5% | 0.13% | +2.4% |
| Q2 2023 | $1,920,813 | -52.4% | 38,187 | -51.7% | 0.12% | -10.1% |
| Q1 2023 | $4,038,482 | +105.1% | 79,124 | +100.4% | 0.14% | -0.7% |
| Q4 2022 | $1,969,419 | +22.2% | 39,491 | +21.1% | 0.14% | +5.3% |
| Q3 2022 | $1,611,000 | – | 32,600 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Parkside Advisors LLC | 227,695 | $11,742,000 | 8.70% |
| Destination Wealth Management | 754,814 | $38,926,000 | 4.32% |
| Boston Standard Wealth Management, LLC | 74,324 | $3,828,000,000 | 3.81% |
| Mosaic Financial Partners, Inc. | 107,585 | $5,548,000 | 3.54% |
| Valmark Advisers, Inc. | 2,531,698 | $131,014,000 | 3.17% |
| Twele Capital Management, Inc. | 205,109 | $10,577,000 | 3.15% |
| Courage Miller Partners, LLC | 76,081 | $3,923,000 | 2.92% |
| Arbor Investment Advisors, LLC | 81,076 | $4,181,000 | 2.63% |
| PLANNING ALTERNATIVES LTD /ADV | 161,681 | $8,338,000 | 2.05% |
| Gateway Advisory, LLC | 83,467 | $4,304,000 | 2.04% |