LWM Advisory Services, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 352 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
LWM Advisory Services, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2023$2,287,051
+6.1%
24,962
+7.4%
2.42%
+4.9%
Q1 2023$2,156,542
+37.6%
23,250
+34.2%
2.30%
+33.0%
Q4 2022$1,567,411
+33.4%
17,323
+32.3%
1.73%
+30.2%
Q3 2022$1,175,000
+37.1%
13,093
+45.5%
1.33%
+29.5%
Q2 2022$857,000
-6.3%
8,997
+0.1%
1.03%
-9.7%
Q1 2022$915,000
+10.8%
8,987
+19.0%
1.14%
+11.0%
Q4 2021$826,0007,5531.02%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Pacifica Partners Inc. 65,793$5,935,8322.92%
Fragasso Group Inc. 61,460$5,681,9340.52%
WealthPlan Investment Management, LLC 3,101$286,6770.05%
Apella Capital, LLC 6,379$584,8840.03%
TOMPKINS FINANCIAL CORP 407$37,6270.01%
Bartlett & Co. LLC 1,162$1080.00%
Versant Capital Management, Inc 8$7400.00%
View complete list of PIMCO ETF TR shareholders