Lake Point Wealth Management - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 372 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is 1.11 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 Q2 2022
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 428,369$38,433,00023.04%
Roger Wittlin Investment Advisory, LLC 13,344$658,00017.88%
John W. Brooker & Co., CPAs 194,011$17,407,00011.18%
Hudson Capital Management LLC 230,101$20,645,00010.28%
Treasure Coast Financial Planning 122,258$10,969,0008.80%
PRUDENT INVESTORS NETWORK, INC. 181,020$16,241,0008.59%
Hamilton Wealth, LLC 177,884$15,960,0006.74%
Lee Financial Group Hawaii, Inc. 90,371$8,108,0006.52%
Essential Planning, LLC. 12,562$1,126,0006.50%
Pinnacle Wealth Management, LLC 53,575$4,807,0005.84%
View complete list of PIMCO ETF TR shareholders