PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 2 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Signify Wealth | 379,981 | $20,139,000 | 13.52% |
| Nvest Financial, LLC | 218,317 | $11,894,000 | 9.77% |
| Archvest Wealth Advisors, Inc. | 126,796 | $6,908,000 | 6.23% |
| BENNICAS & ASSOCIATES, INC. | 197,445 | $10,757,000 | 5.40% |
| Clear Perspectives Financial Planning, LLC | 257,576 | $14,033,000 | 5.32% |
| Smart Portfolios, LLC | 44,755 | $2,438,000 | 3.86% |
| Allegheny Financial Group LTD | 146,951 | $8,006,000 | 3.39% |
| Lokken Investment Group LLC | 76,975 | $4,161,000 | 3.30% |
| Arkos Global Advisors | 210,894 | $11,490,000 | 3.00% |
| AJ WEALTH STRATEGIES, LLC | 971,946 | $52,952,000 | 2.61% |