Occidental Asset Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 352 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$387,070
-73.1%
4,404
-72.0%
0.09%
-72.4%
Q2 2023$1,439,748
-57.7%
15,714
-57.2%
0.33%
-61.6%
Q1 2023$3,402,760
-15.5%
36,685
-17.6%
0.85%
-22.7%
Q4 2022$4,028,079
-64.9%
44,519
-65.2%
1.10%
-68.1%
Q3 2022$11,466,000
-1.1%
127,797
+5.0%
3.44%
+0.1%
Q2 2022$11,589,000
-32.8%
121,672
-28.2%
3.44%
-22.1%
Q1 2022$17,250,000
-5.5%
169,482
+1.6%
4.41%
+1.7%
Q4 2021$18,256,000
+0.1%
166,855
+1.1%
4.34%
-8.3%
Q3 2021$18,242,000
+4.4%
165,010
+4.8%
4.73%
+1.8%
Q2 2021$17,477,000
+5.4%
157,508
+3.9%
4.65%
-5.7%
Q1 2021$16,586,000
+4.1%
151,527
+7.6%
4.93%
-6.6%
Q4 2020$15,929,000
+8.9%
140,831
+8.3%
5.28%
-13.3%
Q3 2020$14,624,000
+10.8%
130,068
+10.0%
6.09%
+4.4%
Q2 2020$13,196,000
+20.9%
118,251
+15.0%
5.84%
+6.2%
Q1 2020$10,918,000
+1775.9%
102,833
+1804.3%
5.49%
+2217.7%
Q4 2019$582,000
-1.0%
5,4000.0%0.24%
-3.7%
Q3 2019$588,000
-43.0%
5,400
-43.7%
0.25%
-47.1%
Q2 2019$1,032,000
-21.9%
9,599
-23.3%
0.46%
-26.8%
Q1 2019$1,321,000
+2.5%
12,521
-0.2%
0.64%
-12.9%
Q4 2018$1,289,000
-50.9%
12,542
-51.1%
0.73%
-44.3%
Q3 2018$2,624,000
-70.0%
25,637
-69.8%
1.31%
-72.0%
Q2 2018$8,748,000
-8.1%
84,893
-7.0%
4.67%
-9.0%
Q1 2018$9,519,000
-0.0%
91,322
+1.7%
5.13%
+3.8%
Q4 2017$9,521,000
+9.1%
89,819
+9.9%
4.94%
+2.5%
Q3 2017$8,727,000
+7.3%
81,744
+6.6%
4.82%
-0.9%
Q2 2017$8,132,000
+7.8%
76,685
+7.1%
4.87%
-2.6%
Q1 2017$7,541,000
+24.4%
71,601
+22.9%
5.00%
+14.5%
Q4 2016$6,064,000
+17.8%
58,238
+22.1%
4.36%
+4.1%
Q3 2016$5,147,000
+14.8%
47,682
+14.2%
4.20%
+7.0%
Q2 2016$4,484,000
+12.4%
41,764
+10.4%
3.92%
-18.5%
Q1 2016$3,990,000
+1.2%
37,834
+0.0%
4.81%
-4.6%
Q4 2015$3,943,000
+11.0%
37,833
+12.3%
5.04%
+1.4%
Q3 2015$3,553,000
+111.0%
33,687
+114.0%
4.98%
+120.5%
Q2 2015$1,684,000
-1.5%
15,742
+1.4%
2.26%
+5.7%
Q1 2015$1,710,000
+2.8%
15,5250.0%2.14%
-15.7%
Q4 2014$1,664,000
-1.0%
15,525
+0.4%
2.54%
-7.3%
Q3 2014$1,680,000
+5.1%
15,470
+5.5%
2.74%
-0.1%
Q2 2014$1,599,000
+2.2%
14,6700.0%2.74%
-2.0%
Q1 2014$1,565,00014,6702.79%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
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