9258 Wealth Management, 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
9258 Wealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$262,145
-11.9%
2,982
-8.2%
0.05%
-8.9%
Q2 2023$297,702
-35.1%
3,249
-34.3%
0.06%
-39.8%
Q1 2023$458,887
-4.7%
4,947
-7.0%
0.09%
-10.6%
Q4 2022$481,562
-22.5%
5,322
-23.1%
0.10%
-34.6%
Q3 2022$621,000
-26.5%
6,922
-22.0%
0.16%
-26.7%
Q2 2022$845,000
-20.1%
8,874
-14.6%
0.22%
-11.4%
Q1 2022$1,057,000
+49.7%
10,387
+61.1%
0.24%
+51.2%
Q4 2021$706,0006,4480.16%
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