Cornerstone Wealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 60 filers reported holding PIMCO ETF TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2022$979,000
+41.3%
20,038
+43.5%
0.11%
+41.6%
Q2 2022$693,000
+32.3%
13,967
+33.2%
0.08%
+51.0%
Q1 2022$524,000
-54.3%
10,488
-53.1%
0.05%
-53.2%
Q4 2021$1,147,000
-19.5%
22,377
-19.4%
0.11%
-28.3%
Q3 2021$1,424,000
+0.9%
27,769
+1.3%
0.15%
+2.0%
Q2 2021$1,411,000
+10.7%
27,424
+10.4%
0.15%
-1.3%
Q1 2021$1,275,000
-0.1%
24,833
+0.1%
0.15%
-5.6%
Q4 2020$1,276,000
+48.5%
24,804
+48.1%
0.16%
+26.0%
Q3 2020$859,000
+56.2%
16,753
+55.5%
0.13%
+42.7%
Q2 2020$550,000
+5.4%
10,774
+4.3%
0.09%
-11.9%
Q1 2020$522,000
+5.0%
10,329
+5.3%
0.10%
+24.7%
Q4 2019$497,000
+10.7%
9,808
+10.7%
0.08%
+2.5%
Q3 2019$449,000
-1.1%
8,861
-1.6%
0.08%
-3.7%
Q2 2019$454,000
+17.0%
9,002
+5.2%
0.08%
+74.5%
Q1 2019$388,000
+2.6%
8,555
+12.9%
0.05%
-42.0%
Q4 2018$378,000
-96.9%
7,580
-98.8%
0.08%
-48.1%
Q3 2018$12,382,000
+47.9%
623,682
+49.9%
0.16%
+66.0%
Q2 2018$8,373,000
+1696.8%
416,056
+4348.8%
0.09%
+5.6%
Q1 2018$466,000
-9.9%
9,352
-9.5%
0.09%
-8.2%
Q4 2017$517,000
-16.7%
10,337
-16.5%
0.10%
-24.8%
Q3 2017$621,000
+0.8%
12,382
+0.8%
0.13%
-6.5%
Q2 2017$616,000
+49.5%
12,284
+49.5%
0.14%
+35.3%
Q1 2017$412,000
+15.1%
8,217
+13.9%
0.10%
-11.3%
Q4 2016$358,0007,2120.12%
Other shareholders
PIMCO ETF TR shareholders Q3 2020
NameSharesValueWeighting ↓
Signify Wealth 168,331$8,661,0006.67%
Kathmere Capital Management, LLC 186,435$9,592,0001.85%
SWMG, LLC 43,764$2,252,0001.33%
OneDigital Investment Advisors LLC 610,030$31,386,0001.29%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 100,028$5,153,0001.23%
StrongBox Wealth, LLC 38,388$1,975,0001.13%
Levy Wealth Management Group, LLC 30,928$1,591,0000.92%
Crumly & Associates Inc. 26,670$1,372,0000.66%
FIRST NATIONAL CORP /MA/ /ADV 85,982$4,409,0000.64%
MJP ASSOCIATES INC /ADV 29,718$1,529,0000.51%
View complete list of PIMCO ETF TR shareholders