Levy Wealth Management Group, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 84 filers reported holding PIMCO ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Levy Wealth Management Group, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$1,789,051
-3.5%
36,549
-2.4%
0.56%
+1.1%
Q2 2023$1,854,413
-15.7%
37,440
-15.3%
0.55%
-19.0%
Q1 2023$2,199,727
+1.3%
44,189
+0.3%
0.68%
-6.7%
Q4 2022$2,171,971
+1.0%
44,061
+0.1%
0.73%
-21.5%
Q3 2022$2,151,000
-1.6%
44,029
+0.0%
0.93%
-7.4%
Q2 2022$2,185,000
+4.8%
44,020
+5.5%
1.00%
+15.5%
Q1 2022$2,085,000
+2.5%
41,725
+5.1%
0.87%
-6.3%
Q4 2021$2,035,000
+20.7%
39,719
+20.8%
0.92%
-0.1%
Q3 2021$1,686,000
+6.0%
32,874
+6.3%
0.92%
+1.1%
Q2 2021$1,591,000
+51.1%
30,928
+50.8%
0.92%
+32.2%
Q1 2021$1,053,000
-0.2%
20,5060.0%0.69%
-7.5%
Q4 2020$1,055,00020,5060.75%
Other shareholders
PIMCO ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
Signify Wealth 162,776$8,102,9897.16%
CarsonAllaria Wealth Management, Ltd. 119,078$5,927,7155.00%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 125,847$6,264,6872.88%
AIFG Consultants Ltd. 46,015$2,290,6271.94%
CONDOR CAPITAL MANAGEMENT 232,934$11,595,4551.45%
Kathmere Capital Management, LLC 153,823$7,657,3091.26%
ABLE Financial Group, LLC 33,804$1,682,7631.10%
Westside Investment Management, Inc. 71,500$3,559,2701.04%
SITTNER & NELSON, LLC 35,915$1,787,8381.03%
Capital Market Strategies LLC 11,080$551,5620.98%
View complete list of PIMCO ETF TR shareholders