Artemis Wealth Advisors, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 7 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Artemis Wealth Advisors, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$240,758
-52.0%
2,739
-50.0%
0.04%
-2.2%
Q2 2023$501,894
-1.2%
5,4780.0%0.05%
-29.2%
Q1 2023$508,112
+104.8%
5,4780.0%0.06%
-13.3%
Q4 2022$248,073
-66.4%
5,478
-33.3%
0.08%
+17.2%
Q3 2022$737,743
+41.4%
8,217
+50.0%
0.06%
-9.9%
Q2 2022$521,8905,4780.07%
Other shareholders
PIMCO ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
INR ADVISORY SERVICES LLC 409,553$43,359,00011.43%
Freedom Investment Management, Inc. 321,312$34,017,0009.70%
Litman Gregory Wealth Management LLC 72,046$7,628,0009.16%
AVALON CAPITAL MANAGEMENT 61,488$6,510,0006.42%
Annex Advisory Services, LLC 121,706$12,885,0006.00%
Capital Analysts, LLC 124,231$13,152,366,0003.94%
SPINNAKER TRUST 194,095$20,549,0003.72%
Somerset Group LLC 42,985$4,551,0003.36%
Gateway Advisory, LLC 55,095$5,833,0003.31%
Hudock, Inc. 25,358$2,685,0002.60%
View complete list of PIMCO ETF TR shareholders