Wealthcare Advisory Partners LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 150 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$617,373
+12.6%
6,586
+12.6%
0.03%
+12.0%
Q2 2023$548,385
+1.0%
5,850
+2.3%
0.02%
+8.7%
Q1 2023$542,742
+33.0%
5,720
+32.1%
0.02%
+15.0%
Q4 2022$408,146
+15.0%
4,330
+15.5%
0.02%0.0%
Q3 2022$355,000
+285.9%
3,750
+303.2%
0.02%
+53.8%
Q1 2020$92,000
+1050.0%
930
+994.1%
0.01%
+1200.0%
Q4 2019$8,000
-82.6%
85
-81.4%
0.00%
-85.7%
Q3 2019$46,000
-50.0%
458
-49.9%
0.01%
-53.3%
Q2 2019$92,000
-47.7%
914
-48.2%
0.02%
-50.0%
Q1 2019$176,000
+144.4%
1,763
+140.8%
0.03%
+114.3%
Q4 2018$72,000
+24.1%
732
+26.0%
0.01%
+27.3%
Q3 2018$58,000
+1060.0%
581
+1062.0%
0.01%
+1000.0%
Q2 2018$5,0000.0%500.0%0.00%0.0%
Q1 2018$5,000
-92.3%
50
-92.3%
0.00%
-94.1%
Q4 2017$65,000
-19.8%
650
-18.8%
0.02%
-29.2%
Q3 2017$81,0008000.02%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
O'Connor Financial Group LLC 167,380$15,690,13210.74%
Elwood & Goetz Wealth Advisory Group, LLC 469,736$44,033,02710.21%
Antonetti Capital Management LLC 68,048$6,378,8229.96%
ACCESS FINANCIAL SERVICES, INC. 156,737$14,692,5268.80%
TOBIAS FINANCIAL ADVISORS, INC. 255,322$23,933,8586.28%
Treasure Coast Financial Planning 92,155$8,638,5896.00%
Lionsbridge Wealth Management LLC 55,088$5,163,9494.90%
Smart Portfolios, LLC 23,918$2,242,0944.03%
TD Capital Management LLC 326,654$30,620,5933.75%
Precision Wealth Strategies, LLC 35,862$3,361,7313.65%
View complete list of PIMCO ETF TR shareholders