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

PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 210 filers reported holding PIMCO ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2023
NameSharesValueWeighting ↓
Biltmore Wealth Management, LLC 290,217$14,531,1487.02%
CarsonAllaria Wealth Management, Ltd. 73,467$3,678,5042.99%
Signify Wealth 43,130$2,159,5192.90%
MBL Wealth, LLC 351,355$17,592,3452.48%
Fermata Advisors, LLC 173,131$8,668,6122.44%
WCG Wealth Advisors LLC 629,301$33,2272.43%
Wealth Alliance Advisory Group, LLC 150,577$7,539,3902.24%
Paladin Advisory Group, LLC 52,733$2,640,3412.22%
Equita Financial Network, Inc. 58,754$2,9421.81%
Beta Wealth Group, Inc. 59,035$2,955,8701.75%
View complete list of PIMCO ETF TR shareholders