Lokken Investment Group LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 149 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Lokken Investment Group LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2022$3,607,000
-1.4%
73,000
+4.3%
3.11%
+4.9%
Q2 2022$3,659,000
-12.1%
69,977
-9.1%
2.97%
-10.2%
Q1 2022$4,161,000
+8.9%
76,975
+11.2%
3.30%
+21.2%
Q4 2021$3,821,000
+1.3%
69,251
+0.7%
2.72%
-8.9%
Q3 2021$3,772,000
+55.6%
68,749
+56.1%
2.99%
+51.9%
Q2 2021$2,424,00044,0281.97%
Other shareholders
PIMCO ETF TR shareholders Q2 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