Fermata Advisors, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is ZROZ and the CUSIP is 72201R882. A total of 2 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$3,713,212
-9.8%
51,049
+14.1%
1.05%
-71.9%
Q2 2023$4,118,763
+204.6%
44,745
+216.9%
3.73%
+356.1%
Q1 2023$1,352,398
-31.0%
14,118
-37.1%
0.82%
+40.6%
Q4 2022$1,959,038
+11.1%
22,432
+18.5%
0.58%
+1.2%
Q3 2022$1,764,000
+48.1%
18,930
+72.2%
0.57%
+38.3%
Q2 2022$1,191,00010,9950.42%
Other shareholders
PIMCO ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Atlas Financial Advisors, Inc. 121,839$10,638,98114.65%
Horizon Wealth Management, LLC 142,438$12,437,68610.13%
Coppell Advisory Solutions LLC 229,550$20,044,3066.79%
Coppell Advisory Solutions Corp. 229,550$20,044,3066.79%
GenWealth Group, Inc. 117,189$10,232,9843.35%
Hamilton Wealth, LLC 80,870$7,061,5682.87%
Savior LLC 30,963$2,703,6892.41%
Bridge Advisory, LLC 50,654$4,423,1421.85%
Paragon Advisors, LLC 35,543$3,1031.37%
Lavaca Capital LLC 48,700$4,252,4841.33%
View complete list of PIMCO ETF TR shareholders