Advisory Services & Investments, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 372 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is 1.11 and the average weighting 0.7%.

Quarter-by-quarter ownership
Advisory Services & Investments, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$2,908,939
-21.3%
33,094
-18.0%
2.56%
-16.2%
Q2 2023$3,698,412
+20.1%
40,367
+21.6%
3.05%
+9.3%
Q1 2023$3,078,274
-18.5%
33,187
-20.5%
2.79%
-25.6%
Q4 2022$3,775,901
+135.1%
41,732
+133.2%
3.76%
+121.6%
Q3 2022$1,606,000
-36.1%
17,897
-32.1%
1.70%
-29.3%
Q2 2022$2,512,000
+41.4%
26,377
+51.1%
2.40%
+66.7%
Q1 2022$1,777,00017,4621.44%
Other shareholders
PIMCO ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
KAYS FINANCIAL ADVISORY CORP /ADV 183,943$19,266,00014.55%
INR ADVISORY SERVICES LLC 460,953$48,280,00011.18%
Litman Gregory Wealth Management LLC 75,744$7,933,0009.78%
Annex Advisory Services, LLC 122,091$12,788,0004.91%
AVALON CAPITAL MANAGEMENT 50,729$5,313,0004.48%
Capital Analysts, LLC 132,293$13,856,384,0003.77%
SPINNAKER TRUST 189,312$19,828,0003.30%
Somerset Group LLC 38,850$4,069,0003.18%
Gateway Advisory, LLC 54,328$5,690,0003.14%
Mosaic Financial Partners, Inc. 38,439$4,026,0002.94%
View complete list of PIMCO ETF TR shareholders