Integrated Wealth Concepts LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 150 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$6,306,768
+1.0%
67,279
+1.0%
0.11%
+3.7%
Q2 2023$6,241,603
+127305.7%
66,583
+28.9%
0.11%
+5.9%
Q1 2023$4,899
+7.1%
51,635
+6.4%
0.10%
-18.5%
Q4 2022$4,576
-99.9%
48,545
-8.9%
0.12%
-23.0%
Q3 2022$5,049,000
+11.5%
53,305
+13.1%
0.16%
+14.2%
Q2 2022$4,527,000
+1243.3%
47,148
+1263.4%
0.14%
+1310.0%
Q1 2022$337,0003,4580.01%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
O'Connor Financial Group LLC 161,473$15,136,67810.44%
Elwood & Goetz Wealth Advisory Group, LLC 454,149$42,572,3849.70%
Antonetti Capital Management LLC 68,211$6,394,1869.21%
ACCESS FINANCIAL SERVICES, INC. 162,601$15,242,3818.89%
AIFG Consultants Ltd. 110,888$10,394,7648.34%
TOBIAS FINANCIAL ADVISORS, INC. 235,814$22,105,4125.96%
Treasure Coast Financial Planning 93,575$8,771,7715.93%
Lionsbridge Wealth Management LLC 55,087$5,163,9114.61%
Smart Portfolios, LLC 24,078$2,257,0673.96%
Precision Wealth Strategies, LLC 25,751$2,413,9343.95%
View complete list of PIMCO ETF TR shareholders