Advisory Services & Investments, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 377 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
Q2 2024$3,769,067
-8.3%
41,382
-7.5%
2.62%
-7.7%
Q1 2024$4,110,729
-18.0%
44,750
-17.5%
2.84%
-23.3%
Q4 2023$5,015,765
+72.4%
54,254
+63.9%
3.70%
+44.6%
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 ↓
Elwood & Goetz Wealth Advisory Group, LLC 144,969$15,787,00012.49%
Frisch Financial Group, Inc. 176,754$19,248,00011.63%
KAYS FINANCIAL ADVISORY CORP /ADV 524,835$57,154,00010.48%
FundX Investment Group, LLC 179,452$19,542,0006.94%
Regis Management CO LLC 543,672$59,206,0005.01%
Hudson Capital Management LLC 74,696$8,134,383,0004.53%
Family Management Corp 107,622$11,720,0004.37%
Cornerstone Wealth Management, LLC 186,936$20,357,0003.59%
Stokes Capital Advisors, LLC 48,613$5,294,0002.86%
FOUNDERS FINANCIAL SECURITIES LLC 81,087$8,830,0002.82%
View complete list of PIMCO ETF TR shareholders