OneAscent Wealth Management LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 352 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
OneAscent Wealth Management LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$323
-10.3%
3,672
-6.6%
0.14%
-16.5%
Q2 2023$360
-34.1%
3,932
-33.2%
0.17%
-20.2%
Q1 2023$546
-30.1%
5,887
-31.6%
0.21%
-42.0%
Q4 2022$781
-99.9%
8,605
-11.6%
0.37%
-19.9%
Q3 2022$874,000
-25.6%
9,739
-21.0%
0.46%
-23.5%
Q2 2022$1,174,000
-13.2%
12,325
-7.2%
0.60%
-11.0%
Q1 2022$1,352,000
+30.1%
13,288
+41.4%
0.67%
-43.2%
Q3 2021$1,039,0009,3981.18%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 428,369$38,433,00023.04%
Roger Wittlin Investment Advisory, LLC 13,344$658,00017.88%
John W. Brooker & Co., CPAs 194,011$17,407,00011.18%
Hudson Capital Management LLC 230,101$20,645,00010.28%
Treasure Coast Financial Planning 122,258$10,969,0008.80%
PRUDENT INVESTORS NETWORK, INC. 181,020$16,241,0008.59%
Hamilton Wealth, LLC 177,884$15,960,0006.74%
Lee Financial Group Hawaii, Inc. 90,371$8,108,0006.52%
Essential Planning, LLC. 12,562$1,126,0006.50%
Pinnacle Wealth Management, LLC 53,575$4,807,0005.84%
View complete list of PIMCO ETF TR shareholders