PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. 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 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,716 | -0.4% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,752 | -1.5% | 174 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $8,881 | +2.4% | 174 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,677 | -99.9% | 174 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,597,000 | +95422.2% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | – | 174 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Archvest Wealth Advisors, Inc. | 238,967 | $11,996,198 | 4.90% |
| Hudson Portfolio Management LLC | 38,663 | $1,936,630 | 2.20% |
| Ameritas Advisory Services, LLC | 815,151 | $40,830,882 | 2.04% |
| Kelman-Lazarov, Inc. | 117,026 | $5,861,832 | 1.39% |
| MAS Advisors LLC | 18,054 | $904,344 | 1.29% |
| Signify Wealth | 9,901 | $495,941 | 0.67% |
| Bleakley Financial Group, LLC | 359,069 | $17,985,776 | 0.63% |
| Simplicity Solutions, LLC | 359,069 | $17,985,776 | 0.58% |
| Lutz Financial Services LLC | 102,690 | $5,143,742 | 0.56% |
| Essential Planning, LLC. | 19,847 | $994,118 | 0.55% |