Lake Point Wealth Management - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 321 filers reported holding PIMCO ETF TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2022$879,000
-7.4%
9,225
-1.0%
0.50%
+13.7%
Q1 2022$949,000
-11.1%
9,320
-4.4%
0.44%
-5.8%
Q4 2021$1,067,000
+10.5%
9,749
+11.6%
0.47%
+4.7%
Q3 2021$966,000
+1.5%
8,735
+1.8%
0.44%
+0.2%
Q2 2021$952,000
+23700.0%
8,577
+24405.7%
0.44%
+11000.0%
Q1 2020$4,0000.0%350.0%0.00%
+300.0%
Q4 2019$4,000
-90.5%
35
-91.0%
0.00%
-93.3%
Q2 2019$42,0000.0%3890.0%0.02%0.0%
Q1 2019$42,000
-97.7%
389
-97.8%
0.02%
-97.8%
Q4 2018$1,802,00017,5300.67%
Other shareholders
PIMCO ETF TR shareholders Q4 2019
NameSharesValueWeighting ↓
Essential Planning, LLC. 522,084$46,040,96025.50%
Ferguson Shapiro LLC 489,978$43,069,07323.70%
TECTONIC ADVISORS LLC 1,672,155$146,982,45613.78%
John W. Brooker & Co., CPAs 189,256$16,635,63410.52%
Smart Portfolios, LLC 60,927$5,355,4839.62%
PRUDENT INVESTORS NETWORK, INC. 230,178$20,232,6029.47%
Treasure Coast Financial Planning 148,216$13,028,2039.04%
Hudson Capital Management LLC 256,894$22,580,9939.00%
Southland Equity Partners LLC 204,728$17,995,5846.19%
KWB Wealth 390,068$35,738,0725.73%
View complete list of PIMCO ETF TR shareholders