SUMMIT WEALTH & RETIREMENT PLANNING, INC. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 200 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q1 2023$772,089
-33.2%
14,774
-34.3%
0.29%
-38.5%
Q4 2022$1,155,125
+213.9%
22,482
+205.8%
0.47%
+221.9%
Q3 2022$368,0007,3520.15%
Other shareholders
PIMCO ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Signify Wealth 452,522$25,432,00019.01%
Compass Ion Advisors, LLC 318,571$17,904,0007.37%
STEPH & CO 124,686$7,007,0004.86%
Sunesis Advisors, LLC 39,317$2,210,0001.77%
Abacus Wealth Partners, LLC 43,329$2,435,0901.73%
MBL Wealth, LLC 76,393$4,293,0001.50%
BEAM WEALTH ADVISORS, INC. 24,103$1,355,0001.21%
Stokes Capital Advisors, LLC 46,570$2,617,0001.07%
Patten Group, Inc. 40,364$2,268,0000.73%
Innova Wealth Partners 15,139$851,0000.72%
View complete list of PIMCO ETF TR shareholders