Kestra Advisory Services, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is TIPZ and the CUSIP is 72201R403. A total of 48 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q1 2023$588,733
-1.1%
10,551
-4.2%
0.01%
+20.0%
Q4 2022$595,469
-99.9%
11,017
-56.5%
0.01%
-28.6%
Q3 2022$673,673,000
+93465.7%
25,300
+102.2%
0.01%0.0%
Q2 2022$720,000
-10.7%
12,513
-1.7%
0.01%
-12.5%
Q1 2022$806,000
+6.5%
12,732
+11.1%
0.01%0.0%
Q4 2021$757,000
+20.3%
11,457
+19.5%
0.01%
+33.3%
Q3 2021$629,0009,5880.01%
Other shareholders
PIMCO ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
LMG Wealth Partners, LLC 100,320$5,193,5661.58%
WealthCare Investment Partners, LLC 28,456$1,458,9470.89%
Litman Gregory Wealth Management LLC 52,837$2,735,3720.28%
Goodwin Investment Advisory 5,614$290,6370.17%
GSB Wealth Management, LLC 5,450$282,1470.09%
Golden State Equity Partners 5,937$307,3580.09%
GeoWealth Management, LLC 13,246$6870.08%
PAX Financial Group, LLC 4,527$234,3530.05%
West Coast Financial LLC 5,772$298,8260.04%
OneDigital Investment Advisors LLC 28,156$1,457,6470.03%
View complete list of PIMCO ETF TR shareholders