Lutz Financial Services LLC - 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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lutz Financial Services LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$5,143,742
-1.8%
102,690
-1.4%
0.56%
-0.5%
Q2 2023$5,238,343
+1.3%
104,142
+2.8%
0.56%
-4.6%
Q1 2023$5,169,280
+14.7%
101,279
+12.1%
0.59%
+6.7%
Q4 2022$4,504,957
+195.2%
90,334
+192.5%
0.55%
+165.9%
Q3 2022$1,526,00030,8880.21%
Other shareholders
PIMCO ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
Milestone Advisory Partners 359,463$17,761,00013.32%
Koss-Olinger Consulting, LLC 801,463$39,600,0006.74%
Archvest Wealth Advisors, Inc. 123,515$6,103,0006.26%
BENNICAS & ASSOCIATES, INC. 194,140$9,592,0006.12%
Allegheny Financial Group LTD 158,479$7,830,0003.68%
Arkos Global Advisors 228,298$11,280,0003.37%
Lokken Investment Group LLC 73,000$3,607,0003.11%
Eagle Strategies LLC 83,413$4,121,0002.15%
BEAM WEALTH ADVISORS, INC. 31,065$1,535,0001.71%
Ameritas Advisory Services, LLC 575,290$28,425,0001.70%
View complete list of PIMCO ETF TR shareholders