WealthOne, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is CORP and the CUSIP is 72201R817. A total of 147 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$6,330,891
-7.8%
69,479
-4.0%
2.56%
+1.5%
Q2 2023$6,867,645
-10.8%
72,405
-9.5%
2.52%
-16.2%
Q1 2023$7,700,681
-4.6%
80,049
-7.8%
3.01%
-8.2%
Q4 2022$8,075,742
-5.6%
86,836
-7.4%
3.28%
-11.3%
Q3 2022$8,553,000
-4.8%
93,749
+0.6%
3.69%
+0.5%
Q2 2022$8,983,000
-11.1%
93,202
-3.9%
3.68%
+3.3%
Q1 2022$10,101,000
-5.7%
96,993
+2.2%
3.56%
-3.8%
Q4 2021$10,711,000
+18.2%
94,922
+18.9%
3.70%
+8.8%
Q3 2021$9,065,000
+10.7%
79,819
+11.6%
3.40%
+6.2%
Q2 2021$8,190,000
+5.9%
71,539
+3.0%
3.20%
-3.7%
Q1 2021$7,737,000
-1.6%
69,442
+3.4%
3.33%
-12.3%
Q4 2020$7,859,000
+13.9%
67,129
+11.5%
3.79%
-2.5%
Q3 2020$6,902,000
+10.3%
60,198
+10.0%
3.89%
+1.2%
Q2 2020$6,256,000
+42.9%
54,748
+32.4%
3.84%
+14.4%
Q1 2020$4,379,000
+36.2%
41,362
+41.4%
3.36%
+67.6%
Q4 2019$3,216,00029,2502.00%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 132,405$15,498,0007.41%
Advisor OS, LLC 251,704$25,798,0006.92%
Signify Wealth 62,187$7,281,0005.76%
Alliance Wealth Management Group 88,592$10,372,0004.09%
COLTON GROOME FINANCIAL ADVISORS, LLC 54,136$6,338,0004.08%
WealthOne, LLC 67,129$7,859,0003.79%
Oxinas Partners Wealth Management LLC 42,869$5,019,0003.72%
ISLAY CAPITAL MANAGEMENT, LLC 27,029$3,164,0002.86%
Towercrest Capital Management 98,222$11,499,0002.58%
IFS Advisors, LLC 25,566$2,993,0002.29%
View complete list of PIMCO ETF TR shareholders