HHM Wealth Advisors, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 359 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$37,797
-4.1%
4300.0%0.01%0.0%
Q2 2023$39,397
-1.2%
4300.0%0.01%
-12.5%
Q1 2023$39,885
+2.5%
4300.0%0.01%
-11.1%
Q4 2022$38,906
-0.2%
4300.0%0.01%
-10.0%
Q3 2022$39,000
-4.9%
4300.0%0.01%
-9.1%
Q2 2022$41,000
-6.8%
4300.0%0.01%
+10.0%
Q1 2022$44,000
-13.7%
430
-8.5%
0.01%
-16.7%
Q4 2021$51,000
-1.9%
4700.0%0.01%
-14.3%
Q3 2021$52,0000.0%4700.0%0.01%0.0%
Q2 2021$52,000
+2.0%
4700.0%0.01%
-12.5%
Q1 2021$51,000
-3.8%
4700.0%0.02%
-11.1%
Q4 2020$53,0000.0%4700.0%0.02%
-14.3%
Q3 2020$53,000
+1.9%
4700.0%0.02%
-4.5%
Q2 2020$52,000
+4.0%
4700.0%0.02%
-8.3%
Q1 2020$50,0004700.02%
Other shareholders
PIMCO ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Essential Planning, LLC. 522,084$46,040,96025.50%
Ferguson Shapiro LLC 489,978$43,069,07323.70%
TECTONIC ADVISORS LLC 1,672,155$146,982,45613.78%
John W. Brooker & Co., CPAs 189,256$16,635,63410.52%
Smart Portfolios, LLC 60,927$5,355,4839.62%
PRUDENT INVESTORS NETWORK, INC. 230,178$20,232,6029.47%
Treasure Coast Financial Planning 148,216$13,028,2039.04%
Hudson Capital Management LLC 256,894$22,580,9939.00%
Southland Equity Partners LLC 204,728$17,995,5846.19%
KWB Wealth 390,068$35,738,0725.73%
View complete list of PIMCO ETF TR shareholders