BerganKDV Wealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 72 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2023$398,965
-0.5%
8,0550.0%0.04%
-2.4%
Q1 2023$400,978
+6.1%
8,055
+5.0%
0.04%0.0%
Q4 2022$377,994
-5.7%
7,668
-6.6%
0.04%
-14.6%
Q3 2022$401,000
-8.4%
8,212
-6.9%
0.05%
-4.0%
Q2 2022$438,000
-5.0%
8,822
-4.3%
0.05%
+2.0%
Q1 2022$461,000
+1.5%
9,214
+4.1%
0.05%
+4.3%
Q4 2021$454,000
+18.5%
8,854
+18.5%
0.05%
+9.3%
Q3 2021$383,000
+11.7%
7,469
+12.1%
0.04%
+4.9%
Q2 2021$343,000
-1.2%
6,662
-1.3%
0.04%
-8.9%
Q1 2021$347,000
+3.3%
6,751
+3.5%
0.04%
-4.3%
Q4 2020$336,000
+0.6%
6,521
+0.2%
0.05%
-11.3%
Q3 2020$334,000
+18.4%
6,509
+17.7%
0.05%
+10.4%
Q2 2020$282,000
+11.5%
5,528
+10.7%
0.05%
-7.7%
Q1 2020$253,000
-6.3%
4,994
-6.3%
0.05%
+8.3%
Q4 2019$270,000
+9.3%
5,330
+9.3%
0.05%
-2.0%
Q3 2019$247,000
+1.2%
4,877
+1.0%
0.05%
+2.1%
Q2 2019$244,000
+41.9%
4,829
+41.4%
0.05%
+37.1%
Q1 2019$172,000
+48.3%
3,416
+47.1%
0.04%
+29.6%
Q4 2018$116,000
-34.8%
2,322
-35.2%
0.03%
-28.9%
Q3 2018$178,000
-43.7%
3,582
-43.4%
0.04%
-46.5%
Q2 2018$316,000
+9.0%
6,326
+8.4%
0.07%
-10.1%
Q1 2018$290,000
+27.2%
5,835
+27.5%
0.08%
+46.3%
Q4 2017$228,000
+4.1%
4,578
+5.6%
0.05%
-1.8%
Q3 2017$219,000
-18.0%
4,336
-18.9%
0.06%
-27.6%
Q2 2017$267,000
-0.4%
5,3450.0%0.08%
-5.0%
Q1 2017$268,000
+6.8%
5,345
+5.4%
0.08%
-4.8%
Q4 2016$251,000
-20.6%
5,071
-19.2%
0.08%
-22.9%
Q3 2016$316,0006,2780.11%
Other shareholders
PIMCO ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Signify Wealth 207,593$10,649,0008.48%
MBL Wealth, LLC 253,611$13,010,0004.50%
Kathmere Capital Management, LLC 197,732$10,143,0001.84%
SWMG, LLC 46,440$2,382,0001.38%
OneDigital Investment Advisors LLC 613,509$31,472,0001.25%
StrongBox Wealth, LLC 42,795$2,195,0001.23%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 103,236$5,296,0001.23%
PALLADIUM PARTNERS LLC 460,430$23,619,0001.08%
SITTNER & NELSON, LLC 30,004$1,539,0000.99%
Levy Wealth Management Group, LLC 32,874$1,686,0000.92%
View complete list of PIMCO ETF TR shareholders