BerganKDV Wealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 133 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2023$326,592
-1.1%
6,300
-0.3%
0.03%
-2.9%
Q1 2023$330,075
+31.2%
6,316
+29.0%
0.03%
+25.9%
Q4 2022$251,659
-22.3%
4,898
-24.2%
0.03%
-30.8%
Q3 2022$324,000
-7.2%
6,460
-4.7%
0.04%
-2.5%
Q2 2022$349,000
-6.7%
6,779
-4.0%
0.04%0.0%
Q1 2022$374,000
-1.3%
7,062
+4.9%
0.04%0.0%
Q4 2021$379,000
+25.1%
6,735
+25.3%
0.04%
+17.6%
Q3 2021$303,000
+14.8%
5,375
+15.6%
0.03%
+9.7%
Q2 2021$264,0000.0%4,649
-1.0%
0.03%
-8.8%
Q1 2021$264,000
+3.1%
4,694
+3.9%
0.03%
-5.6%
Q4 2020$256,000
+0.8%
4,5170.0%0.04%
-10.0%
Q3 2020$254,000
+7.2%
4,517
+5.9%
0.04%
-2.4%
Q2 2020$237,000
+13.4%
4,266
+11.2%
0.04%
-4.7%
Q1 2020$209,000
-7.5%
3,837
-6.3%
0.04%
+7.5%
Q4 2019$226,000
+9.2%
4,097
+9.2%
0.04%
-2.4%
Q3 2019$207,0000.0%3,751
-0.7%
0.04%0.0%
Q2 2019$207,000
+43.8%
3,776
+41.3%
0.04%
+41.4%
Q1 2019$144,000
+46.9%
2,672
+44.2%
0.03%
+26.1%
Q4 2018$98,000
-50.8%
1,853
-51.2%
0.02%
-46.5%
Q3 2018$199,000
-24.6%
3,799
-23.8%
0.04%
-27.1%
Q2 2018$264,000
+8.2%
4,987
+8.1%
0.06%
-11.9%
Q1 2018$244,000
-6.9%
4,613
-3.4%
0.07%
-26.4%
Q3 2016$262,000
-67.7%
4,774
-67.6%
0.09%
-55.2%
Q2 2016$812,00014,7360.20%
Other shareholders
PIMCO ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
STEPH & CO 86,601$4,818,0004.80%
Sunesis Advisors, LLC 41,872$2,329,0002.14%
BEAM WEALTH ADVISORS, INC. 31,613$1,765,0001.78%
Independence Wealth Advisors, Inc. 9,756$543,0001.31%
Stokes Capital Advisors, LLC 42,970$2,390,0001.26%
Avondale Wealth Management 10,350$576,0000.82%
Harborview Advisors, LLC 17,314$963,0000.80%
Occidental Asset Management, LLC 22,003$1,224,0000.54%
Invst, LLC 31,717$1,765,0000.52%
Cornerstone Wealth Management, LLC 57,627$3,206,0000.52%
View complete list of PIMCO ETF TR shareholders