Peak Financial Management, Inc. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 407 filers reported holding PIMCO ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Peak Financial Management, Inc. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q4 2022$219,872
-44.1%
2,430
-44.6%
0.09%
-47.6%
Q3 2022$393,000
-49.7%
4,385
-46.5%
0.16%
-45.3%
Q2 2022$781,000
+20.2%
8,203
+28.5%
0.30%
+37.6%
Q1 2022$650,000
-23.8%
6,382
-18.1%
0.22%
-21.0%
Q4 2021$853,000
-1.2%
7,796
-0.1%
0.28%
-5.5%
Q3 2021$863,000
-0.2%
7,803
+0.0%
0.29%
-0.7%
Q2 2021$865,000
+1.2%
7,800
-0.2%
0.29%
-5.2%
Q1 2021$855,000
-4.6%
7,812
-1.4%
0.31%
-8.0%
Q4 2020$896,000
-1.5%
7,923
-2.1%
0.34%
-14.2%
Q3 2020$910,000
+0.2%
8,092
-0.5%
0.39%
-7.7%
Q2 2020$908,000
+1.0%
8,134
-4.0%
0.43%
-7.2%
Q1 2020$899,000
-55.5%
8,470
-54.7%
0.46%
+6.7%
Q4 2019$2,018,000
-1.1%
18,714
-0.1%
0.43%
-5.1%
Q3 2019$2,040,000
+99.2%
18,736
+96.7%
0.45%
-1.5%
Q2 2019$1,024,000
-48.4%
9,524
-49.4%
0.46%
+0.7%
Q1 2019$1,986,000
+64.8%
18,820
+60.5%
0.46%
-22.9%
Q4 2018$1,205,00011,7260.59%
Other shareholders
PIMCO ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 335,436$37,082,00024.02%
Cardinal Point Wealth Management LLC 346,378$38,292,00018.00%
Lee Financial Group Hawaii, Inc. 182,199$20,142,00014.81%
HARVEST GROUP WEALTH MANAGEMENT, LLC 178,118$19,691,00011.57%
John W. Brooker & Co., CPAs 164,160$18,148,00010.22%
PRUDENT INVESTORS NETWORK, INC. 161,023$17,801,0008.91%
Hudson Capital Management LLC 193,006$21,337,0008.54%
Elwood & Goetz Wealth Advisory Group, LLC 218,612$24,168,0008.34%
Seascape Capital Management 118,764$13,129,0006.73%
Capital Advisors Wealth Management, LLC 171,350$18,943,0006.72%
View complete list of PIMCO ETF TR shareholders