Fermata Advisors, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is ZROZ and the CUSIP is 72201R882. A total of 115 filers reported holding PIMCO ETF TR in Q2 2024. The put-call ratio across all filers is 0.99 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 Q2 2024
NameSharesValueWeighting ↓
Atlas Financial Advisors, Inc. 135,338$12,455,15617.52%
Savior LLC 22,673$2,086,5968.46%
Heirloom Wealth Management 105,408$9,700,6984.21%
Fermata Advisors, LLC 44,745$4,118,7633.73%
GenWealth Group, Inc. 134,426$12,371,2513.56%
Hamilton Wealth, LLC 71,586$6,588,0602.29%
CONSILIO WEALTH ADVISORS, LLC 37,102$3,414,4701.88%
Bridge Advisory, LLC 50,291$4,628,2391.70%
Lavaca Capital LLC 50,600$4,656,7181.36%
Provident Wealth Management, LLC 25,942$2,387,4421.18%
View complete list of PIMCO ETF TR shareholders