OneDigital Investment Advisors LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 385 filers reported holding PIMCO ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$76,238,314
+47.9%
837,048
+49.1%
0.95%
+17.7%
Q1 2024$51,556,506
+8.1%
561,251
+8.8%
0.81%
-3.0%
Q4 2023$47,686,522
+18.4%
515,809
+12.6%
0.84%
-4.2%
Q3 2023$40,268,181
-4.3%
458,114
-0.3%
0.87%
-6.3%
Q2 2023$42,083,348
+17.8%
459,325
+19.2%
0.93%
+11.1%
Q1 2023$35,735,376
+72.1%
385,266
+67.8%
0.84%
+39.2%
Q4 2022$20,767,893
+285.7%
229,530
+282.5%
0.60%
+201.0%
Q3 2022$5,385,000
+464.5%
60,015
+499.4%
0.20%
+387.8%
Q2 2022$954,000
-1.8%
10,012
+4.9%
0.04%
+10.8%
Q1 2022$971,000
+318.5%
9,542
+350.3%
0.04%
+362.5%
Q4 2021$232,000
+2.7%
2,119
+3.8%
0.01%
-11.1%
Q3 2021$226,000
+9.2%
2,042
+9.2%
0.01%0.0%
Q2 2021$207,000
-8.0%
1,870
-6.0%
0.01%
-25.0%
Q4 2020$225,000
+0.9%
1,990
+0.3%
0.01%
-20.0%
Q3 2020$223,000
+1138.9%
1,985
+1015.2%
0.02%
+275.0%
Q2 2018$18,000
-5.3%
1780.0%0.00%0.0%
Q1 2018$19,000
-84.4%
178
-84.5%
0.00%
-71.4%
Q4 2017$122,0001,1520.01%
Other shareholders
PIMCO ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
Elwood & Goetz Wealth Advisory Group, LLC 144,969$15,787,00012.49%
Frisch Financial Group, Inc. 176,754$19,248,00011.63%
KAYS FINANCIAL ADVISORY CORP /ADV 524,835$57,154,00010.48%
FundX Investment Group, LLC 179,452$19,542,0006.94%
Regis Management CO LLC 543,672$59,206,0005.01%
Hudson Capital Management LLC 74,696$8,134,383,0004.53%
Family Management Corp 107,622$11,720,0004.37%
Cornerstone Wealth Management, LLC 186,936$20,357,0003.59%
Stokes Capital Advisors, LLC 48,613$5,294,0002.86%
FOUNDERS FINANCIAL SECURITIES LLC 81,087$8,830,0002.82%
View complete list of PIMCO ETF TR shareholders