M Financial Asset Management, Inc. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 149 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
M Financial Asset Management, Inc. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2022$14,000
-6.7%
2690.0%0.06%
-4.8%
Q1 2022$15,0000.0%2690.0%0.06%
-3.1%
Q4 2021$15,000
-11.8%
269
-13.5%
0.06%
-22.0%
Q3 2021$17,000
-70.2%
311
-69.9%
0.08%
-76.1%
Q2 2021$57,0000.0%1,0330.0%0.34%
-24.6%
Q1 2021$57,000
+1.8%
1,0330.0%0.46%
-0.7%
Q4 2020$56,000
+36.6%
1,033
+35.2%
0.46%
+9.8%
Q3 2020$41,000
-95.0%
764
-95.1%
0.42%
-94.5%
Q2 2020$822,000
+1.0%
15,445
-1.9%
7.56%
-17.7%
Q1 2020$814,000
+52.1%
15,740
+54.8%
9.18%
+121.2%
Q4 2019$535,000
+9.9%
10,171
+9.4%
4.15%
+2.5%
Q3 2019$487,000
+27.2%
9,299
+27.7%
4.05%
+26.9%
Q2 2019$383,000
+30.3%
7,283
+28.2%
3.19%
+42.1%
Q1 2019$294,000
+818.8%
5,680
+798.7%
2.24%
+371.2%
Q4 2018$32,0000.0%6320.0%0.48%
+15.3%
Q3 2018$32,000
-46.7%
632
-45.4%
0.41%
-48.9%
Q2 2018$60,0000.0%1,1580.0%0.81%
+12.8%
Q1 2018$60,000
-14.3%
1,158
-13.6%
0.72%
+30.4%
Q4 2017$70,0001,3400.55%
Other shareholders
PIMCO ETF TR shareholders Q2 2022
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