PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 108 filers reported holding PIMCO ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,471,338 | -12.9% | 29,251 | -11.6% | 1.02% | -39.8% |
Q1 2023 | $1,689,806 | +1.9% | 33,107 | -0.5% | 1.70% | -1.9% |
Q4 2022 | $1,658,710 | +8.1% | 33,261 | +7.1% | 1.73% | +1.2% |
Q3 2022 | $1,535,000 | -4.0% | 31,065 | +1.6% | 1.71% | -3.8% |
Q2 2022 | $1,599,000 | -9.0% | 30,585 | -5.2% | 1.78% | -12.0% |
Q1 2022 | $1,758,000 | +4.9% | 32,264 | +6.2% | 2.02% | +5.2% |
Q4 2021 | $1,676,000 | +18.5% | 30,372 | +17.8% | 1.92% | +58.1% |
Q3 2021 | $1,414,000 | +82.5% | 25,779 | +83.2% | 1.21% | +81.5% |
Q2 2021 | $775,000 | +228.4% | 14,068 | +226.9% | 0.67% | +218.6% |
Q1 2021 | $236,000 | -3.3% | 4,304 | -4.6% | 0.21% | -8.7% |
Q4 2020 | $244,000 | -1.6% | 4,512 | -1.9% | 0.23% | -0.9% |
Q3 2020 | $248,000 | +16.4% | 4,601 | +15.4% | 0.23% | +8.4% |
Q2 2020 | $213,000 | -12.0% | 3,987 | -13.7% | 0.21% | -5.3% |
Q4 2019 | $242,000 | – | 4,621 | – | 0.23% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Archvest Wealth Advisors, Inc. | 69,013 | $3,550,719 | 2.35% |
MAS Advisors LLC | 14,897 | $769,281 | 1.83% |
Kelman-Lazarov, Inc. | 146,518 | $7,566,190 | 1.41% |
Ameritas Advisory Services, LLC | 526,793 | $27,203,575 | 1.03% |
Lantern Wealth Advisors, LLC | 24,479 | $1,264,096 | 0.92% |
Essential Planning, LLC. | 26,146 | $1,350,154 | 0.59% |
Motiv8 Investments LLC | 15,035 | $776,982 | 0.58% |
Arbor Investment Advisors, LLC | 76,561 | $3,953,605 | 0.58% |
Bleakley Financial Group, LLC | 367,602 | $18,982,969 | 0.55% |
Lutz Financial Services LLC | 96,187 | $4,967,097 | 0.43% |