PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 151 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $495,941 | -0.4% | 9,901 | 0.0% | 0.67% | +55.5% |
| Q2 2023 | $498,020 | +10.6% | 9,901 | +12.2% | 0.43% | +7.8% |
| Q1 2023 | $450,377 | +35.3% | 8,824 | +32.2% | 0.40% | +36.8% |
| Q4 2022 | $332,932 | +43.5% | 6,676 | +42.2% | 0.29% | +17.8% |
| Q3 2022 | $232,000 | -5.7% | 4,696 | 0.0% | 0.25% | -27.6% |
| Q2 2022 | $246,000 | -98.8% | 4,696 | -98.8% | 0.34% | -97.5% |
| Q1 2022 | $20,139,000 | – | 379,981 | – | 13.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Archvest Wealth Advisors, Inc. | 69,013 | $3,550,719 | 2.35% |
| MAS Advisors LLC | 14,897 | $769,281 | 1.83% |
| Kelman-Lazarov, Inc. | 146,518 | $7,566,190 | 1.41% |
| Ameritas Advisory Services, LLC | 526,793 | $27,203,575 | 1.03% |
| Lantern Wealth Advisors, LLC | 24,479 | $1,264,096 | 0.92% |
| Essential Planning, LLC. | 26,146 | $1,350,154 | 0.59% |
| Motiv8 Investments LLC | 15,035 | $776,982 | 0.58% |
| Arbor Investment Advisors, LLC | 76,561 | $3,953,605 | 0.58% |
| Bleakley Financial Group, LLC | 367,602 | $18,982,969 | 0.55% |
| Lutz Financial Services LLC | 96,187 | $4,967,097 | 0.43% |