Castle Rock Wealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 114 filers reported holding PIMCO ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$303,343
-4.0%
6,123
+0.1%
0.10%
-5.6%
Q2 2023$315,866
-0.9%
6,116
+0.0%
0.11%
-5.3%
Q1 2023$318,684
-0.5%
6,113
+0.1%
0.11%
-20.3%
Q4 2022$320,256
-9.3%
6,105
-12.8%
0.14%
-19.7%
Q3 2022$353,000
-2.8%
6,999
+0.1%
0.18%
-3.8%
Q2 2022$363,0000.0%6,994
+0.1%
0.18%
+10.8%
Q1 2022$363,000
-6.7%
6,990
+0.0%
0.17%
+5.0%
Q4 2021$389,000
-1.0%
6,987
+0.0%
0.16%
+17.8%
Q3 2021$393,000
-1.0%
6,985
+0.1%
0.14%
-7.5%
Q2 2021$397,000
+17.1%
6,981
+16.8%
0.15%
+6.6%
Q1 2021$339,000
-0.3%
5,977
+0.1%
0.14%
-2.8%
Q4 2020$340,000
-4.0%
5,974
-4.7%
0.14%
-31.9%
Q2 2020$354,000
+3.5%
6,266
+0.0%
0.21%
-29.8%
Q1 2020$342,000
-2.3%
6,264
+0.1%
0.30%
-6.3%
Q4 2019$350,000
+9.0%
6,259
+6.9%
0.32%
-5.4%
Q3 2019$321,0005,8550.33%
Other shareholders
PIMCO ETF TR shareholders Q1 2020
NameSharesValueWeighting ↓
Stokes Capital Advisors, LLC 80,880$4,270,0002.80%
Beaumont Financial Partners, LLC 158,329$8,358,0000.93%
Occidental Asset Management, LLC 17,200$908,0000.49%
Rehmann Capital Advisory Group 57,267$3,023,0000.47%
Newman Dignan & Sheerar, Inc. 17,421$917,0000.46%
FOSTER & MOTLEY INC 50,159$2,648,0000.43%
Live Your Vision, LLC 22,243$1,171,0000.40%
Kelman-Lazarov, Inc. 11,544$609,0000.33%
Aviance Capital Partners, LLC 19,882$1,049,0000.32%
Cornerstone Wealth Management, LLC 27,540$1,451,0000.28%
View complete list of PIMCO ETF TR shareholders