PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 117 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
---|---|---|---|
Parkside Advisors LLC | 227,695 | $11,742,000 | 8.70% |
Destination Wealth Management | 754,814 | $38,926,000 | 4.32% |
Boston Standard Wealth Management, LLC | 74,324 | $3,828,000,000 | 3.81% |
Mosaic Financial Partners, Inc. | 107,585 | $5,548,000 | 3.54% |
Valmark Advisers, Inc. | 2,531,698 | $131,014,000 | 3.17% |
Twele Capital Management, Inc. | 205,109 | $10,577,000 | 3.15% |
Courage Miller Partners, LLC | 76,081 | $3,923,000 | 2.92% |
Arbor Investment Advisors, LLC | 81,076 | $4,181,000 | 2.63% |
PLANNING ALTERNATIVES LTD /ADV | 161,681 | $8,338,000 | 2.05% |
Gateway Advisory, LLC | 83,467 | $4,304,000 | 2.04% |