Steward Partners Investment Advisory, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 374 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$2,310,100
-6.2%
26,281
-2.3%
0.04%
-2.7%
Q2 2023$2,464,073
-5.3%
26,894
-4.2%
0.04%
-11.9%
Q1 2023$2,602,932
+2.9%
28,062
+0.4%
0.04%
-2.3%
Q4 2022$2,528,681
-3.1%
27,947
-3.9%
0.04%
-12.2%
Q3 2022$2,610,000
-7.7%
29,090
-2.0%
0.05%
-5.8%
Q2 2022$2,828,000
-6.6%
29,687
-0.2%
0.05%
+10.6%
Q1 2022$3,027,000
-9.1%
29,742
-2.3%
0.05%
-7.8%
Q4 2021$3,331,000
-41.2%
30,447
-40.5%
0.05%
-47.4%
Q3 2021$5,661,000
-6.1%
51,209
-5.7%
0.10%
-4.9%
Q2 2021$6,027,000
-100.0%
54,314
-55.1%
0.10%
-12.1%
Q1 2021$13,243,606,000
+411064.4%
120,990
+324.9%
0.12%
+65.7%
Q4 2020$3,221,000
+0.9%
28,473
+0.3%
0.07%
-12.5%
Q3 2020$3,193,000
-21.3%
28,397
-21.9%
0.08%
-31.0%
Q2 2020$4,057,000
+10.5%
36,357
+5.2%
0.12%
-13.4%
Q1 2020$3,671,000
-53.7%
34,576
-53.0%
0.13%
-42.7%
Q4 2019$7,936,000
-48.9%
73,614
-48.4%
0.23%
-55.3%
Q3 2019$15,525,000
+303.7%
142,568
+298.3%
0.52%
+270.9%
Q2 2019$3,846,000
+5.8%
35,792
+3.9%
0.14%
-8.4%
Q1 2019$3,635,000
+25.0%
34,449
+21.7%
0.15%
+8.5%
Q4 2018$2,908,000
+7.9%
28,303
+7.5%
0.14%
+10.1%
Q3 2018$2,694,000
+8.2%
26,319
+8.9%
0.13%
-13.4%
Q2 2018$2,490,000
+5.3%
24,162
+6.5%
0.15%
-8.0%
Q1 2018$2,364,000
+10.0%
22,687
+11.9%
0.16%
-1.2%
Q4 2017$2,149,000
-0.5%
20,282
+0.3%
0.16%
-25.5%
Q3 2017$2,159,000
+8.3%
20,227
+7.6%
0.22%
-1.8%
Q2 2017$1,993,000
+65.1%
18,802
+64.0%
0.22%
+22.4%
Q1 2017$1,207,000
+227.1%
11,465
+223.0%
0.18%
+8.3%
Q4 2016$369,0003,5500.17%
Other shareholders
PIMCO ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 428,369$38,433,00023.04%
Roger Wittlin Investment Advisory, LLC 13,344$658,00017.88%
John W. Brooker & Co., CPAs 194,011$17,407,00011.18%
Hudson Capital Management LLC 230,101$20,645,00010.28%
Treasure Coast Financial Planning 122,258$10,969,0008.80%
PRUDENT INVESTORS NETWORK, INC. 181,020$16,241,0008.59%
Hamilton Wealth, LLC 177,884$15,960,0006.74%
Lee Financial Group Hawaii, Inc. 90,371$8,108,0006.52%
Essential Planning, LLC. 12,562$1,126,0006.50%
Pinnacle Wealth Management, LLC 53,575$4,807,0005.84%
View complete list of PIMCO ETF TR shareholders