Connecticut Wealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 397 filers reported holding PIMCO ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$249,892
-3.5%
2,843
+0.6%
0.02%
-5.6%
Q2 2023$258,906
-3.5%
2,826
-2.3%
0.02%
-10.0%
Q1 2023$268,357
-85.5%
2,893
-85.1%
0.02%
-87.7%
Q2 2022$1,849,000
-42.9%
19,416
-38.9%
0.16%
-34.4%
Q1 2022$3,236,000
+102.4%
31,799
+117.6%
0.25%
+99.2%
Q4 2021$1,599,000
+26.6%
14,615
+27.9%
0.12%
+12.7%
Q3 2021$1,263,000
-7.9%
11,425
-7.6%
0.11%
-9.1%
Q2 2021$1,372,000
+9.7%
12,363
+8.2%
0.12%
+6.1%
Q1 2021$1,251,000
-3.6%
11,425
-0.4%
0.11%
-17.4%
Q4 2020$1,298,000
+0.6%
11,4750.0%0.14%
-2.8%
Q3 2020$1,290,000
-1.0%
11,475
-1.7%
0.14%
-12.3%
Q2 2020$1,303,000
-2.9%
11,675
-7.7%
0.16%
-19.0%
Q1 2020$1,342,000
-3.7%
12,644
-2.1%
0.20%
+30.7%
Q4 2019$1,393,000
-8.9%
12,919
-8.0%
0.15%
-18.6%
Q3 2019$1,529,000
+1.2%
14,044
-0.1%
0.19%
+0.5%
Q2 2019$1,511,000
+197.4%
14,059
+192.0%
0.19%
+7.5%
Q1 2019$508,000
-63.7%
4,815
-64.7%
0.17%
-71.4%
Q4 2018$1,400,00013,6230.61%
Other shareholders
PIMCO ETF TR shareholders Q1 2022
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