Integrated Wealth Concepts LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 85 filers reported holding PIMCO ETF TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$676,997
+5.4%
13,521
+9.1%
0.01%
+9.1%
Q2 2023$642,178
+93923.1%
12,388
-5.3%
0.01%
-21.4%
Q1 2023$683
+2.7%
13,077
+1.0%
0.01%
-22.2%
Q4 2022$665
-99.8%
12,942
+102.8%
0.02%
+20.0%
Q1 2021$359,000
-0.8%
6,3810.0%0.02%
-11.8%
Q4 2020$362,000
+0.8%
6,3810.0%0.02%
-22.7%
Q3 2020$359,000
+17.7%
6,381
+16.2%
0.02%0.0%
Q2 2020$305,000
-4.7%
5,491
-6.3%
0.02%
-26.7%
Q1 2020$320,000
-55.8%
5,862
-55.3%
0.03%
-50.8%
Q4 2019$724,000
+40.6%
13,111
+40.7%
0.06%
+5.2%
Q3 2019$515,000
+6.0%
9,319
+5.1%
0.06%
-9.4%
Q2 2019$486,000
+24.9%
8,869
+23.1%
0.06%
-3.0%
Q1 2019$389,000
+61.4%
7,203
+57.8%
0.07%
+1.5%
Q4 2018$241,000
-19.4%
4,565
-20.1%
0.06%
-27.8%
Q3 2018$299,000
-13.8%
5,715
-13.2%
0.09%
-23.7%
Q2 2018$347,000
-3.1%
6,585
-3.1%
0.12%
-18.1%
Q1 2018$358,000
-1.6%
6,7950.0%0.14%
-7.7%
Q4 2017$364,0006,7950.16%
Other shareholders
PIMCO ETF TR shareholders Q1 2019
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