Integrated Wealth Concepts LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is LTPZ and the CUSIP is 72201R304. A total of 90 filers reported holding PIMCO ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$4,146,130
-10.9%
78,899
+1.8%
0.07%
-8.8%
Q2 2023$4,654,345
+111541.8%
77,521
+14.7%
0.08%
-7.0%
Q1 2023$4,169
+13.3%
67,597
+7.0%
0.09%
-14.0%
Q4 2022$3,681
-99.9%
63,201
+42.3%
0.10%
+25.0%
Q3 2022$2,492,000
-2.0%
44,421
+13.9%
0.08%
+1.3%
Q2 2022$2,543,000
+16.2%
39,012
+62.9%
0.08%
+21.5%
Q4 2021$2,188,000
+103.9%
23,955
+93.7%
0.06%
+85.7%
Q3 2021$1,073,00012,3650.04%
Other shareholders
PIMCO ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Yoder Wealth Management, Inc. 131,053$6,886,8355.68%
Forefront Analytics, LLC 164,248$8,631,2344.90%
Mid-American Wealth Advisory Group, Inc. 64,539$3,290,8352.66%
Timber Creek Capital Management LLC 105,328$5,534,9862.00%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 57,299$3,011,0671.95%
Fermata Advisors, LLC 127,490$6,699,8171.89%
Bridge Advisory, LLC 77,144$4,053,9331.42%
IRON Financial LLC 34,199$1,797,1631.04%
CENTRAL TRUST Co 459,362$24,139,4490.70%
MAS Advisors LLC 9,066$476,4040.68%
View complete list of PIMCO ETF TR shareholders