IAG Wealth Partners, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 139 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$34,909
-0.1%
7000.0%0.01%
-12.5%
Q1 2024$34,930
-0.3%
7000.0%0.01%0.0%
Q4 2023$35,019
+2.2%
7000.0%0.01%
-20.0%
Q3 2023$34,265
-1.2%
7000.0%0.01%
+11.1%
Q2 2023$34,671
+117.6%
700
+118.8%
0.01%
+125.0%
Q1 2023$15,9303200.00%
Other shareholders
PIMCO ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Biltmore Wealth Management, LLC 374,805$18,691,5178.10%
CarsonAllaria Wealth Management, Ltd. 104,534$5,213,1483.19%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 127,407$6,353,8162.26%
Cedar Point Capital Partners, LLC 59,724$2,978,4362.23%
TD Capital Management LLC 261,421$13,037,0741.36%
CONDOR CAPITAL MANAGEMENT 236,829$11,810,6841.13%
ABLE Financial Group, LLC 52,709$2,628,5980.95%
Westside Investment Management, Inc. 77,250$3,852,4580.88%
Skyline Advisors, Inc. 38,455$1,917,7450.83%
Kelman-Lazarov, Inc. 77,076$3,843,7800.72%
View complete list of PIMCO ETF TR shareholders