LWS Wealth Advisors, Inc. - PIMCO ETF TR ownership

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
LWS Wealth Advisors, Inc. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$250,0000.0%4,991
+0.5%
0.11%
+3.8%
Q2 2023$250,000
-0.8%
4,964
+0.5%
0.10%
+1.9%
Q1 2023$252,000
+2.5%
4,941
+0.2%
0.10%0.0%
Q4 2022$245,931
-2.4%
4,931
-3.4%
0.10%
+6.2%
Q3 2022$252,000
-4.5%
5,102
+1.2%
0.10%
-21.8%
Q2 2022$264,000
-2.6%
5,041
+1.5%
0.12%
+7.8%
Q1 2022$271,000
-4.2%
4,967
-3.3%
0.12%
-0.9%
Q4 2021$283,000
+0.7%
5,134
+0.2%
0.12%
-5.7%
Q3 2021$281,000
-4.4%
5,124
-4.1%
0.12%
-6.1%
Q2 2021$294,000
+1.0%
5,342
+0.8%
0.13%
-0.8%
Q1 2021$291,000
+5.8%
5,302
+4.3%
0.13%
+6.5%
Q4 2020$275,000
-9.5%
5,085
-9.9%
0.12%
-16.8%
Q3 2020$304,000
-1.3%
5,643
-2.4%
0.15%
-7.5%
Q2 2020$308,000
+2.7%
5,782
-0.2%
0.16%
-17.4%
Q1 2020$300,000
-2.3%
5,792
-1.3%
0.20%
+23.4%
Q4 2019$307,0005,8690.16%
Other shareholders
PIMCO ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Parkside Advisors LLC 211,207$11,181,0008.58%
Mosaic Financial Partners, Inc. 218,922$11,590,0008.29%
D. SCOTT NEAL, INC. 155,065$8,209,0006.90%
Twele Capital Management, Inc. 286,290$15,156,0004.59%
Courage Miller Partners, LLC 95,368$5,049,0003.97%
Arbor Investment Advisors, LLC 130,911$6,930,0003.97%
MACROVIEW INVESTMENT MANAGEMENT LLC 48,456$2,565,0003.89%
Destination Wealth Management 675,433$35,757,0003.83%
Live Your Vision, LLC 124,985$6,617,0003.50%
D'Orazio & Associates, Inc. 78,503$4,156,0003.27%
View complete list of PIMCO ETF TR shareholders