PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 117 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Parkside Advisors LLC | 227,695 | $11,742,000 | 8.70% |
| Destination Wealth Management | 754,814 | $38,926,000 | 4.32% |
| Boston Standard Wealth Management, LLC | 74,324 | $3,828,000,000 | 3.81% |
| Mosaic Financial Partners, Inc. | 107,585 | $5,548,000 | 3.54% |
| Valmark Advisers, Inc. | 2,531,698 | $131,014,000 | 3.17% |
| Twele Capital Management, Inc. | 205,109 | $10,577,000 | 3.15% |
| Courage Miller Partners, LLC | 76,081 | $3,923,000 | 2.92% |
| Arbor Investment Advisors, LLC | 81,076 | $4,181,000 | 2.63% |
| PLANNING ALTERNATIVES LTD /ADV | 161,681 | $8,338,000 | 2.05% |
| Gateway Advisory, LLC | 83,467 | $4,304,000 | 2.04% |