Disciplined Investments, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 129 filers reported holding PIMCO ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q1 2023$126,834
+2.3%
2,4850.0%0.05%
-13.1%
Q4 2022$123,927
+0.8%
2,4850.0%0.06%
+7.0%
Q3 2022$123,000
-5.4%
2,4850.0%0.06%
-3.4%
Q2 2022$130,000
-51.9%
2,485
-50.0%
0.06%
+5.4%
Q1 2022$270,000
+97.1%
4,970
+100.0%
0.06%
-6.7%
Q4 2021$137,000
+0.7%
2,4850.0%0.06%
-9.1%
Q3 2021$136,000
-0.7%
2,4850.0%0.07%
-5.7%
Q2 2021$137,000
+0.7%
2,4850.0%0.07%
-12.5%
Q1 2021$136,000
+0.7%
2,4850.0%0.08%
-11.1%
Q4 2020$135,000
+0.7%
2,4850.0%0.09%
-9.1%
Q3 2020$134,000
+1.5%
2,4850.0%0.10%
-3.9%
Q2 2020$132,000
+3.1%
2,4850.0%0.10%
-15.6%
Q1 2020$128,000
-16.9%
2,485
-15.4%
0.12%
-6.2%
Q4 2019$154,0002,9370.13%
Other shareholders
PIMCO ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
Signify Wealth 379,981$20,139,00013.52%
Nvest Financial, LLC 218,317$11,894,0009.77%
Archvest Wealth Advisors, Inc. 126,796$6,908,0006.23%
BENNICAS & ASSOCIATES, INC. 197,445$10,757,0005.40%
Clear Perspectives Financial Planning, LLC 257,576$14,033,0005.32%
Smart Portfolios, LLC 44,755$2,438,0003.86%
Allegheny Financial Group LTD 146,951$8,006,0003.39%
Lokken Investment Group LLC 76,975$4,161,0003.30%
Arkos Global Advisors 210,894$11,490,0003.00%
AJ WEALTH STRATEGIES, LLC 971,946$52,952,0002.61%
View complete list of PIMCO ETF TR shareholders