IHT Wealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 8 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
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 ↓
Gateway Advisory, LLC 199,334$10,445,0003.60%
Beaumont Financial Partners, LLC 305,657$16,016,0002.42%
Live Your Vision, LLC 27,918$1,463,0000.62%
Newman Dignan & Sheerar, Inc. 18,942$993,0000.60%
FOSTER & MOTLEY INC 56,686$2,970,0000.57%
Rehmann Capital Advisory Group 42,394$2,221,0000.41%
Aviance Capital Partners, LLC 21,673$1,136,0000.40%
SouthState Corp 52,333$2,742,0000.39%
Kelman-Lazarov, Inc. 11,283$591,229,0000.33%
Cornerstone Wealth Management, LLC 18,027$945,0000.30%
View complete list of PIMCO ETF TR shareholders