HERITAGE WEALTH MANAGEMENT, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is LTPZ and the CUSIP is 72201R304. A total of 85 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q4 2022$20,617
+106.2%
354
+100.0%
0.00%0.0%
Q3 2022$10,000
-99.9%
1770.0%0.00%
-25.0%
Q2 2022$11,537,000
+76813.3%
1770.0%0.00%0.0%
Q1 2022$15,0001770.00%
Other shareholders
PIMCO ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Forefront Analytics, LLC 187,911$10,944,1975.83%
Bull Oak Capital, LLC 49,724$2,895,9002.45%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 63,229$3,702,0842.33%
Hudson Portfolio Management LLC 38,693$1,929,6202.13%
Timber Creek Capital Management LLC 91,073$5,304,0912.01%
Fermata Advisors, LLC 85,611$4,986,7281.48%
IRON Financial LLC 32,282$1,880,0981.08%
MAS Advisors LLC 18,761$1,092,7641.03%
Coombe, Bender & Co LLC 15,859$9240.84%
Bridge Advisory, LLC 26,569$1,547,3590.65%
View complete list of PIMCO ETF TR shareholders