Orion Portfolio Solutions, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 141 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
Q1 2023$917,430
+5.7%
9,669
+5.0%
0.01%
-63.3%
Q4 2022$867,819
-3.3%
9,207
-2.8%
0.03%
-16.7%
Q3 2022$897,000
-1.5%
9,472
-0.2%
0.04%
-2.7%
Q2 2022$911,000
-10.2%
9,492
-8.7%
0.04%
+2.8%
Q1 2022$1,014,000
-33.5%
10,399
-31.4%
0.04%
-29.4%
Q4 2021$1,524,000
+3.7%
15,155
+5.0%
0.05%
-5.6%
Q3 2021$1,469,000
-12.1%
14,429
-12.2%
0.05%
-18.2%
Q2 2021$1,672,000
+1.3%
16,438
+1.5%
0.07%
-7.0%
Q1 2021$1,651,000
+2.9%
16,195
+3.0%
0.07%
-5.3%
Q4 2020$1,604,000
-24.9%
15,722
-24.8%
0.08%
-32.4%
Q3 2020$2,135,000
-20.7%
20,899
-20.9%
0.11%
-24.0%
Q2 2020$2,693,000
+40.8%
26,421
+36.7%
0.15%
+11.5%
Q1 2020$1,913,00019,3230.13%
Other shareholders
PIMCO ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
O'Connor Financial Group LLC 167,380$15,690,13210.74%
Elwood & Goetz Wealth Advisory Group, LLC 469,736$44,033,02710.21%
Antonetti Capital Management LLC 68,048$6,378,8229.96%
ACCESS FINANCIAL SERVICES, INC. 156,737$14,692,5268.80%
TOBIAS FINANCIAL ADVISORS, INC. 255,322$23,933,8586.28%
Treasure Coast Financial Planning 92,155$8,638,5896.00%
Lionsbridge Wealth Management LLC 55,088$5,163,9494.90%
Smart Portfolios, LLC 23,918$2,242,0944.03%
TD Capital Management LLC 326,654$30,620,5933.75%
Precision Wealth Strategies, LLC 35,862$3,361,7313.65%
View complete list of PIMCO ETF TR shareholders