9258 Wealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 397 filers reported holding PIMCO ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q1 2022
NameSharesValueWeighting ↓
PHH Investments, Ltd. 519,120$55,027,00016.78%
KAYS FINANCIAL ADVISORY CORP /ADV 343,060$36,365,00010.63%
PATTON ALBERTSON MILLER GROUP, LLC 141,538$15,003,0006.12%
Regis Management CO LLC 335,704$35,585,0005.31%
Stokes Capital Advisors, LLC 72,040$7,636,0005.16%
Occidental Asset Management, LLC 89,819$9,521,0004.94%
G&S Capital LLC 54,386$5,765,0004.23%
Bouchey Financial Group Ltd 134,322$14,238,0004.12%
Cornerstone Wealth Management, LLC 174,982$18,550,0003.48%
FRG Family Wealth Advisors LLC 94,894$10,059,0003.25%
View complete list of PIMCO ETF TR shareholders