Avitas Wealth Management 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
Avitas Wealth Management LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$1,147,285
-0.1%
13,052
+4.2%
0.22%
+4.8%
Q2 2023$1,147,876
+1.8%
12,529
+3.1%
0.21%
-5.9%
Q1 2023$1,127,074
+1.7%
12,151
-0.8%
0.22%
-5.6%
Q4 2022$1,108,400
-0.1%
12,250
-0.9%
0.23%
-7.9%
Q3 2022$1,109,000
-2.6%
12,359
+3.4%
0.25%
+2.0%
Q2 2022$1,139,000
-5.4%
11,958
+1.1%
0.25%
+14.7%
Q1 2022$1,204,000
-7.1%
11,826
-0.1%
0.22%0.0%
Q4 2021$1,296,000
+1.1%
11,841
+2.1%
0.22%
-6.9%
Q3 2021$1,282,000
+5.0%
11,597
+5.4%
0.23%
+7.4%
Q2 2021$1,221,000
+2.1%
11,006
+0.7%
0.22%
-7.3%
Q1 2021$1,196,000
+2.8%
10,927
+6.3%
0.23%
-0.4%
Q4 2020$1,163,000
+3.7%
10,282
+3.0%
0.24%
-24.9%
Q3 2020$1,122,000
+2.7%
9,978
+2.0%
0.31%
-13.8%
Q2 2020$1,092,0009,7860.36%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
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