WCG Wealth Advisors LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 214 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$33,227
+5.1%
629,301
+3.2%
2.43%
-34.1%
Q2 2023$31,604
+4.5%
609,682
+5.4%
3.69%
-4.7%
Q1 2023$30,230
-99.9%
578,455
+6.9%
3.87%
+1.5%
Q4 2022$27,805,167
+22.7%
541,167
+19.7%
3.82%
+27.3%
Q3 2022$22,652,000
-16.8%
451,939
-11.3%
3.00%
+60.6%
Q2 2022$27,227,000509,7591.86%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
STEPH & CO 86,601$4,818,0004.80%
Sunesis Advisors, LLC 41,872$2,329,0002.14%
BEAM WEALTH ADVISORS, INC. 31,613$1,765,0001.78%
Independence Wealth Advisors, Inc. 9,756$543,0001.31%
Stokes Capital Advisors, LLC 42,970$2,390,0001.26%
Avondale Wealth Management 10,350$576,0000.82%
Harborview Advisors, LLC 17,314$963,0000.80%
Occidental Asset Management, LLC 22,003$1,224,0000.54%
Invst, LLC 31,717$1,765,0000.52%
Cornerstone Wealth Management, LLC 57,627$3,206,0000.52%
View complete list of PIMCO ETF TR shareholders