IHT Wealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 261 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$1,097,034
-18.8%
21,073
-18.1%
0.04%
-24.1%
Q1 2024$1,350,682
-1.8%
25,742
-1.1%
0.05%
-11.5%
Q4 2023$1,374,942
+9.7%
26,041
+4.0%
0.06%
-4.7%
Q3 2023$1,253,914
-4.8%
25,043
-1.5%
0.06%
-7.2%
Q2 2023$1,317,664
-7.9%
25,418
-7.1%
0.07%
-15.9%
Q1 2023$1,430,183
+11.4%
27,367
+9.5%
0.08%
+1.2%
Q4 2022$1,284,112
+28.7%
24,992
+32.8%
0.08%
+6.6%
Q1 2022$998,000
-11.0%
18,824
-5.6%
0.08%
-8.4%
Q4 2021$1,121,000
-0.7%
19,948
-0.4%
0.08%
-9.8%
Q3 2021$1,129,000
-5.2%
20,023
-4.6%
0.09%
+21.1%
Q2 2021$1,191,000
+47.8%
20,983
+46.3%
0.08%
+31.0%
Q1 2021$806,000
+43.2%
14,346
+44.6%
0.06%
+23.4%
Q4 2020$563,000
+1985.2%
9,920
+1845.1%
0.05%
+571.4%
Q1 2018$27,000
-62.5%
510
-62.1%
0.01%
-63.2%
Q4 2017$72,000
+453.8%
1,347
+438.8%
0.02%
+216.7%
Q3 2017$13,000
+8.3%
2500.0%0.01%0.0%
Q2 2017$12,0002500.01%
Other shareholders
PIMCO ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Sunesis Advisors, LLC 42,196$2,277,0002.30%
Stokes Capital Advisors, LLC 42,730$2,306,0001.39%
Redhawk Wealth Advisors, Inc. 43,604$2,353,0001.24%
Invst, LLC 19,555$1,053,0000.53%
Occidental Asset Management, LLC 19,200$1,036,0000.50%
Aviance Capital Partners, LLC 27,014$1,458,0000.42%
Leisure Capital Management 9,079$490,0000.41%
Beaumont Financial Partners, LLC 70,866$3,825,0000.41%
CWM, LLC 849,856$48,246,0000.38%
Newman Dignan & Sheerar, Inc. 17,740$957,0000.38%
View complete list of PIMCO ETF TR shareholders