Gladstone Institutional Advisory LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 132 filers reported holding PIMCO ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$1,221,439
+6.4%
24,385
+6.8%
0.08%
+12.9%
Q2 2023$1,148,097
+1.5%
22,825
+2.9%
0.07%
-4.1%
Q1 2023$1,131,679
+5.1%
22,172
+2.7%
0.07%
-3.9%
Q4 2022$1,077,024
+101698.1%
21,597
+0.9%
0.08%
-8.4%
Q3 2022$1,058
-7.1%
21,414
-1.7%
0.08%
-7.8%
Q2 2022$1,139
-7.6%
21,792
-3.7%
0.09%
+8.4%
Q1 2022$1,233
+12.8%
22,626
+14.2%
0.08%
-2.4%
Q4 2021$1,09319,8110.08%
Other shareholders
PIMCO ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Archvest Wealth Advisors, Inc. 238,967$11,996,1984.90%
Hudson Portfolio Management LLC 38,663$1,936,6302.20%
Ameritas Advisory Services, LLC 815,151$40,830,8822.04%
Kelman-Lazarov, Inc. 117,026$5,861,8321.39%
MAS Advisors LLC 18,054$904,3441.29%
Signify Wealth 9,901$495,9410.67%
Bleakley Financial Group, LLC 359,069$17,985,7760.63%
Simplicity Solutions, LLC 359,069$17,985,7760.58%
Lutz Financial Services LLC 102,690$5,143,7420.56%
Essential Planning, LLC. 19,847$994,1180.55%
View complete list of PIMCO ETF TR shareholders