Alera Investment Advisors, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 352 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Alera Investment Advisors, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2023$409,993
+5.2%
4,475
+6.5%
0.09%
-2.2%
Q1 2023$389,752
+8.6%
4,202
+6.0%
0.09%
+5.9%
Q4 2022$358,783
+5.2%
3,965
+4.3%
0.08%
-12.4%
Q3 2022$341,000
-5.3%
3,803
+0.6%
0.10%
-4.0%
Q2 2022$360,000
+30.0%
3,782
+39.2%
0.10%
+60.3%
Q1 2022$277,000
-32.3%
2,717
-27.3%
0.06%
-43.8%
Q4 2021$409,000
-33.4%
3,739
-32.7%
0.11%
-38.1%
Q3 2021$614,000
+14.3%
5,555
+14.8%
0.18%
+12.4%
Q2 2021$537,000
+15.7%
4,839
+14.3%
0.16%
+5.2%
Q1 2021$464,000
+9.7%
4,235
+13.1%
0.15%
+2.7%
Q4 2020$423,000
+5.0%
3,743
+4.5%
0.15%
-7.5%
Q3 2020$403,000
+63.8%
3,582
+62.6%
0.16%
+23.8%
Q2 2020$246,000
+18.8%
2,203
+22.6%
0.13%
+4.0%
Q1 2020$207,000
+115.6%
1,797
+97.3%
0.12%
+166.0%
Q1 2019$96,000
+31.5%
911
+27.6%
0.05%
+6.8%
Q4 2018$73,0007140.04%
Other shareholders
PIMCO ETF TR shareholders Q3 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