Waterfront Wealth Inc. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 378 filers reported holding PIMCO ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Waterfront Wealth Inc. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$1,129,640
+29.9%
13,172
+38.3%
0.37%
+43.4%
Q2 2023$869,526
+24.1%
9,524
+26.1%
0.26%
+12.7%
Q1 2023$700,502
-3.0%
7,552
-2.0%
0.23%
-7.7%
Q4 2022$722,015
+5.4%
7,703
-0.4%
0.25%
-5.0%
Q3 2022$685,000
-22.7%
7,732
-16.9%
0.26%
-27.1%
Q2 2022$886,000
-5.8%
9,303
-1.3%
0.36%
+7.5%
Q1 2022$941,000
-21.8%
9,425
-14.3%
0.33%
-30.2%
Q4 2021$1,204,000
+9.4%
11,001
+10.4%
0.48%
-10.3%
Q3 2021$1,101,000
-6.9%
9,962
-6.5%
0.53%
-4.8%
Q2 2021$1,183,000
+31.2%
10,658
+29.4%
0.56%
+23.1%
Q1 2021$902,0008,2340.45%
Other shareholders
PIMCO ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 335,436$37,082,00024.02%
Cardinal Point Wealth Management LLC 346,378$38,292,00018.00%
Lee Financial Group Hawaii, Inc. 182,199$20,142,00014.81%
HARVEST GROUP WEALTH MANAGEMENT, LLC 178,118$19,691,00011.57%
John W. Brooker & Co., CPAs 164,160$18,148,00010.22%
PRUDENT INVESTORS NETWORK, INC. 161,023$17,801,0008.91%
Hudson Capital Management LLC 193,006$21,337,0008.54%
Elwood & Goetz Wealth Advisory Group, LLC 218,612$24,168,0008.34%
Seascape Capital Management 118,764$13,129,0006.73%
Capital Advisors Wealth Management, LLC 171,350$18,943,0006.72%
View complete list of PIMCO ETF TR shareholders