PIMCO ETF TR's ticker is SMMU and the CUSIP is 72201R874. A total of 90 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $590,017 | -17.0% | 12,053 | -16.0% | 0.30% | -10.2% |
Q2 2023 | $710,979 | -2.4% | 14,355 | -2.0% | 0.33% | -9.8% |
Q1 2023 | $728,816 | -6.8% | 14,641 | -7.7% | 0.37% | -19.3% |
Q4 2022 | $781,882 | +12.8% | 15,861 | +11.9% | 0.46% | +0.7% |
Q3 2022 | $693,000 | -8.1% | 14,174 | -6.7% | 0.45% | -5.4% |
Q2 2022 | $754,000 | – | 15,191 | – | 0.48% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Signify Wealth | 176,553 | $9,066,000 | 6.78% |
MBL Wealth, LLC | 167,716 | $8,612,000 | 3.00% |
Kathmere Capital Management, LLC | 228,649 | $11,741,000 | 2.32% |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 96,255 | $4,943,000 | 1.34% |
OneDigital Investment Advisors LLC | 543,278 | $27,897,000 | 1.30% |
FIRST NATIONAL CORP /MA/ /ADV | 66,825 | $3,431,000 | 0.85% |
Crumly & Associates Inc. | 25,539 | $1,311,000 | 0.77% |
Levy Wealth Management Group, LLC | 20,506 | $1,053,000 | 0.69% |
MJP ASSOCIATES INC /ADV | 30,562 | $1,569,000 | 0.64% |
CWM, LLC | 1,114,924 | $57,363,000 | 0.46% |