Steward Partners Investment Advisory, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 99 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$3,146,219
-5.5%
62,811
-5.1%
0.05%
-4.0%
Q2 2023$3,330,747
-33.4%
66,218
-32.4%
0.05%
-37.5%
Q1 2023$4,998,457
-10.4%
97,932
-12.5%
0.08%
-15.8%
Q4 2022$5,578,585
+7.4%
111,863
+6.4%
0.10%
-2.1%
Q3 2022$5,194,000
-2.4%
105,125
+3.3%
0.10%0.0%
Q2 2022$5,320,000
+218.8%
101,739
+232.2%
0.10%
+273.1%
Q1 2022$1,669,000
-14.1%
30,630
-13.0%
0.03%
-13.3%
Q4 2021$1,943,000
+44.5%
35,215
+43.6%
0.03%
+30.4%
Q3 2021$1,345,000
-7.1%
24,517
-6.8%
0.02%
-4.2%
Q2 2021$1,448,000
-99.9%
26,297
-43.7%
0.02%
+4.3%
Q1 2021$2,561,494,000
+212119.9%
46,708
+109.7%
0.02%
-11.5%
Q4 2020$1,207,000
+0.8%
22,278
+0.3%
0.03%
-13.3%
Q3 2020$1,197,000
-2.1%
22,201
-3.4%
0.03%
-14.3%
Q2 2020$1,223,000
+1.4%
22,989
-1.4%
0.04%
-20.5%
Q1 2020$1,206,000
-10.8%
23,325
-9.7%
0.04%
+10.0%
Q4 2019$1,352,000
-1.7%
25,829
-1.6%
0.04%
-13.0%
Q3 2019$1,376,000
-0.6%
26,251
-0.2%
0.05%
-9.8%
Q2 2019$1,384,000
+0.7%
26,311
-1.1%
0.05%
-12.1%
Q1 2019$1,375,000
-1.3%
26,605
-2.9%
0.06%
-14.7%
Q4 2018$1,393,000
+2221.7%
27,412
+2283.7%
0.07%
+1600.0%
Q2 2018$60,000
-65.7%
1,150
-65.9%
0.00%
-66.7%
Q1 2018$175,0000.0%3,3710.0%0.01%
-7.7%
Q4 2017$175,0003,3710.01%
Other shareholders
PIMCO ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Archvest Wealth Advisors, Inc. 238,967$11,996,1984.90%
Hudson Portfolio Management LLC 38,663$1,936,6302.20%
Ameritas Advisory Services, LLC 815,151$40,830,8822.04%
Kelman-Lazarov, Inc. 117,026$5,861,8321.39%
MAS Advisors LLC 18,054$904,3441.29%
Signify Wealth 9,901$495,9410.67%
Bleakley Financial Group, LLC 359,069$17,985,7760.63%
Simplicity Solutions, LLC 359,069$17,985,7760.58%
Lutz Financial Services LLC 102,690$5,143,7420.56%
Essential Planning, LLC. 19,847$994,1180.55%
View complete list of PIMCO ETF TR shareholders