Occidental Asset Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 133 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q4 2022$870,172
-33.9%
16,936
-35.5%
0.24%
-40.0%
Q3 2022$1,316,000
+6.3%
26,250
+9.1%
0.40%
+7.6%
Q2 2022$1,238,000
-21.6%
24,051
-19.3%
0.37%
-9.2%
Q1 2022$1,579,000
-22.6%
29,799
-17.9%
0.40%
-16.7%
Q4 2021$2,040,000
+2.0%
36,299
+2.3%
0.48%
-6.6%
Q3 2021$2,000,000
+20.2%
35,478
+21.1%
0.52%
+17.4%
Q2 2021$1,664,000
+1.0%
29,3050.0%0.44%
-9.6%
Q1 2021$1,647,000
+32.0%
29,305
+33.2%
0.49%
+18.1%
Q4 2020$1,248,000
+0.9%
22,0030.0%0.41%
-19.6%
Q3 2020$1,237,000
+1.1%
22,0030.0%0.52%
-4.8%
Q2 2020$1,224,000
+2.0%
22,0030.0%0.54%
-10.4%
Q1 2020$1,200,000
+6.3%
22,003
+7.5%
0.60%
+31.3%
Q4 2019$1,129,000
+1.5%
20,460
+1.8%
0.46%
-1.3%
Q3 2019$1,112,000
+5.6%
20,100
+4.7%
0.47%
-1.7%
Q2 2019$1,053,000
+1.6%
19,2000.0%0.47%
-4.8%
Q1 2019$1,036,000
+2.2%
19,2000.0%0.50%
-13.1%
Q4 2018$1,014,000
+0.6%
19,2000.0%0.57%
+13.9%
Q3 2018$1,008,000
+10.9%
19,200
+11.6%
0.50%
+3.7%
Q2 2018$909,000
+0.1%
17,2000.0%0.48%
-1.0%
Q1 2018$908,000
-1.6%
17,2000.0%0.49%
+2.3%
Q4 2017$923,000
-0.2%
17,2000.0%0.48%
-6.3%
Q3 2017$925,000
+0.5%
17,2000.0%0.51%
-7.3%
Q2 2017$920,000
+152.1%
17,200
+149.3%
0.55%
+127.7%
Q1 2017$365,000
+0.8%
6,9000.0%0.24%
-7.3%
Q4 2016$362,0006,9000.26%
Other shareholders
PIMCO ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
STEPH & CO 86,601$4,818,0004.80%
Sunesis Advisors, LLC 41,872$2,329,0002.14%
BEAM WEALTH ADVISORS, INC. 31,613$1,765,0001.78%
Independence Wealth Advisors, Inc. 9,756$543,0001.31%
Stokes Capital Advisors, LLC 42,970$2,390,0001.26%
Avondale Wealth Management 10,350$576,0000.82%
Harborview Advisors, LLC 17,314$963,0000.80%
Occidental Asset Management, LLC 22,003$1,224,0000.54%
Invst, LLC 31,717$1,765,0000.52%
Cornerstone Wealth Management, LLC 57,627$3,206,0000.52%
View complete list of PIMCO ETF TR shareholders