Orion Portfolio Solutions, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 148 filers reported holding PIMCO ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$800,777
-56.4%
15,987
-56.2%
0.01%
-50.0%
Q2 2023$1,834,816
+656.7%
36,477
-71.7%
0.02%
+566.7%
Q1 2023$242,491
-0.3%
128,673
+2537.8%
0.00%
-66.7%
Q4 2022$243,266
+5.3%
4,878
+4.4%
0.01%0.0%
Q3 2022$231,000
+2.2%
4,674
+8.3%
0.01%0.0%
Q2 2022$226,000
-46.9%
4,314
-44.8%
0.01%
-40.0%
Q1 2022$426,000
-41.5%
7,814
-40.8%
0.02%
-37.5%
Q4 2021$728,000
-8.0%
13,190
-8.5%
0.02%
-17.2%
Q3 2021$791,000
-11.3%
14,410
-11.1%
0.03%
-17.1%
Q2 2021$892,000
+1.8%
16,209
+1.5%
0.04%
-7.9%
Q1 2021$876,000
+30.4%
15,974
+28.8%
0.04%
+22.6%
Q4 2020$672,000
+46.4%
12,404
+45.8%
0.03%
+29.2%
Q3 2020$459,000
+64.5%
8,510
+62.2%
0.02%
+60.0%
Q2 2020$279,000
+46.8%
5,248
+42.5%
0.02%
+15.4%
Q1 2020$190,0003,6820.01%
Other shareholders
PIMCO ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
Parkside Advisors LLC 227,695$11,742,0008.70%
Destination Wealth Management 754,814$38,926,0004.32%
Boston Standard Wealth Management, LLC 74,324$3,828,000,0003.81%
Mosaic Financial Partners, Inc. 107,585$5,548,0003.54%
Valmark Advisers, Inc. 2,531,698$131,014,0003.17%
Twele Capital Management, Inc. 205,109$10,577,0003.15%
Courage Miller Partners, LLC 76,081$3,923,0002.92%
Arbor Investment Advisors, LLC 81,076$4,181,0002.63%
PLANNING ALTERNATIVES LTD /ADV 161,681$8,338,0002.05%
Gateway Advisory, LLC 83,467$4,304,0002.04%
View complete list of PIMCO ETF TR shareholders