Kestra Advisory Services, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 144 filers reported holding PIMCO ETF TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2023$483,333
-2.8%
9,609
-1.4%
0.01%0.0%
Q1 2023$497,213
-9.0%
9,742
-11.1%
0.01%0.0%
Q4 2022$546,276
-99.9%
10,954
-40.4%
0.01%0.0%
Q3 2022$454,454,000
+71807.3%
18,390
+52.0%
0.01%
-16.7%
Q2 2022$632,000
+126.5%
12,096
+134.4%
0.01%
+100.0%
Q4 2020$279,0005,1610.00%
Other shareholders
PIMCO ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Archvest Wealth Advisors, Inc. 238,967$11,996,1984.90%
Hudson Portfolio Management LLC 38,663$1,936,6302.20%
Ameritas Advisory Services, LLC 815,151$40,830,8822.04%
Kelman-Lazarov, Inc. 117,026$5,861,8321.39%
MAS Advisors LLC 18,054$904,3441.29%
Signify Wealth 9,901$495,9410.67%
Bleakley Financial Group, LLC 359,069$17,985,7760.63%
Simplicity Solutions, LLC 359,069$17,985,7760.58%
Lutz Financial Services LLC 102,690$5,143,7420.56%
Essential Planning, LLC. 19,847$994,1180.55%
View complete list of PIMCO ETF TR shareholders