Beacon Financial Advisory 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
Beacon Financial Advisory LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2023$508,498
+2.0%
9,809
+2.8%
0.29%
-7.9%
Q1 2023$498,456
+2.2%
9,538
+0.5%
0.32%
-9.2%
Q4 2022$487,658
+2.4%
9,4910.0%0.35%
+2.9%
Q3 2022$476,000
-2.7%
9,4910.0%0.34%
+21.9%
Q2 2022$489,000
-2.6%
9,491
+0.1%
0.28%
+15.8%
Q1 2022$502,000
-5.5%
9,479
+0.4%
0.24%
-2.0%
Q4 2021$531,000
+89.6%
9,441
+91.3%
0.24%
+34.6%
Q4 2020$280,000
+1.1%
4,9360.0%0.18%
-24.5%
Q3 2020$277,000
+1.1%
4,9360.0%0.24%
-19.1%
Q2 2020$274,000
+2.2%
4,936
+0.2%
0.30%
-12.6%
Q1 2020$268,000
-0.7%
4,927
+0.6%
0.34%
+47.6%
Q4 2019$270,0004,9000.23%
Other shareholders
PIMCO ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Signify Wealth 349,121$19,621,00012.18%
Biltmore Wealth Management, LLC 272,987$15,342,0005.77%
Compass Ion Advisors, LLC 291,150$16,363,0005.26%
STEPH & CO 129,272$7,265,0004.20%
CarsonAllaria Wealth Management, Ltd. 52,242$2,936,0002.60%
Paladin Advisory Group, LLC 47,117$2,648,0002.15%
Sunesis Advisors, LLC 39,317$2,210,0001.62%
Capstone Triton Financial Group, LLC 8,795$495,0001.00%
First International Bank & Trust 42,543$2,391,0000.84%
ERn Financial, LLC 65,763$3,696,0000.82%
View complete list of PIMCO ETF TR shareholders