Fermata Advisors, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is ZROZ and the CUSIP is 72201R882. A total of 119 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is 1.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q1 2024$332,738
-52.4%
4,199
-48.8%
0.08%
-55.1%
Q4 2023$699,301
-81.2%
8,195
-83.9%
0.17%
-84.0%
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. 115,935$8,705,52814.41%
GenWealth Group, Inc. 203,599$15,288,2353.76%
Goodman Advisory Group, LLC 116,773$8,768,4912.62%
Delos Wealth Advisors, LLC 26,581$1,995,9681.93%
Citizens Business Bank 118,828$8,922,7961.89%
Timber Creek Capital Management LLC 72,943$5,477,3191.65%
SHEPHERD KAPLAN KROCHUK, LLC 27,115$2,036,0651.61%
CONSILIO WEALTH ADVISORS, LLC 46,366$3,482,7031.56%
SINECERA CAPITAL, LLC 14,539$1,091,7341.50%
Mid-American Wealth Advisory Group, Inc. 30,427$2,284,7631.46%
View complete list of PIMCO ETF TR shareholders