Clear Perspectives Financial Planning, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 133 filers reported holding PIMCO ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2022$20,000
-99.9%
389
-99.8%
0.01%
-99.8%
Q1 2022$14,033,000
-17.7%
257,576
-16.7%
5.32%
-22.9%
Q4 2021$17,057,000
+10.7%
309,113
+10.1%
6.90%
-1.2%
Q3 2021$15,408,000
+18.3%
280,854
+18.7%
6.98%
+10.9%
Q2 2021$13,030,000
+288.7%
236,656
+287.2%
6.29%
+224.0%
Q1 2021$3,352,00061,1231.94%
Other shareholders
PIMCO ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Archvest Wealth Advisors, Inc. 69,013$3,550,7192.35%
MAS Advisors LLC 14,897$769,2811.83%
Kelman-Lazarov, Inc. 146,518$7,566,1901.41%
Ameritas Advisory Services, LLC 526,793$27,203,5751.03%
Lantern Wealth Advisors, LLC 24,479$1,264,0960.92%
Essential Planning, LLC. 26,146$1,350,1540.59%
Motiv8 Investments LLC 15,035$776,9820.58%
Arbor Investment Advisors, LLC 76,561$3,953,6050.58%
Bleakley Financial Group, LLC 367,602$18,982,9690.55%
Lutz Financial Services LLC 96,187$4,967,0970.43%
View complete list of PIMCO ETF TR shareholders