American Institute for Advanced Investment Management, LLP - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 113 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
American Institute for Advanced Investment Management, LLP ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$225,170
-18.0%
4,600
-17.0%
0.21%
-12.9%
Q2 2023$274,644
-26.9%
5,545
-26.5%
0.24%
-40.0%
Q1 2023$375,590
-13.4%
7,545
-14.2%
0.40%
+1.0%
Q4 2022$433,550
-24.7%
8,795
-25.4%
0.40%
-26.4%
Q3 2022$576,000
-1.5%
11,7850.0%0.54%
+4.9%
Q2 2022$585,000
-0.7%
11,7850.0%0.51%
+19.9%
Q1 2022$589,000
+17.6%
11,785
+20.4%
0.43%
+27.0%
Q4 2021$501,000
+14.4%
9,785
+14.6%
0.34%
+8.7%
Q3 2021$438,000
+2.1%
8,535
+2.4%
0.31%
+2.6%
Q2 2021$429,000
+45.9%
8,335
+45.3%
0.30%
+34.8%
Q1 2021$294,0005,7350.22%
Other shareholders
PIMCO ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Signify Wealth 207,593$10,649,0008.48%
MBL Wealth, LLC 253,611$13,010,0004.50%
Kathmere Capital Management, LLC 197,732$10,143,0001.84%
SWMG, LLC 46,440$2,382,0001.38%
OneDigital Investment Advisors LLC 613,509$31,472,0001.25%
StrongBox Wealth, LLC 42,795$2,195,0001.23%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 103,236$5,296,0001.23%
PALLADIUM PARTNERS LLC 460,430$23,619,0001.08%
SITTNER & NELSON, LLC 30,004$1,539,0000.99%
Levy Wealth Management Group, LLC 32,874$1,686,0000.92%
View complete list of PIMCO ETF TR shareholders