Congress Wealth Management LLC / DE / - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is HYS and the CUSIP is 72201R783. A total of 229 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2023$663,133
-2.9%
7,272
-2.8%
0.02%
-6.2%
Q1 2023$682,907
+0.9%
7,479
-1.3%
0.02%
-5.9%
Q4 2022$676,590
+0.2%
7,580
-1.9%
0.02%
-5.6%
Q3 2022$675,000
-9.2%
7,723
-7.9%
0.02%
-5.3%
Q2 2022$743,000
-13.0%
8,390
-5.5%
0.02%0.0%
Q1 2022$854,000
-6.4%
8,878
-3.5%
0.02%
+5.6%
Q4 2021$912,0009,2030.02%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
WIN ADVISORS, INC 126,177$11,393,7355.58%
Financial Futures Ltd Liability Co. 61,767$5,577,5654.56%
Financial Management Professionals, Inc. 170,337$15,3812.70%
ROGCO, LP 46,624$4,210,1472.08%
Compass Financial Group, Inc. 28,101$2,537,5201.54%
Aspen Investment Management Inc 27,256$2,4611.49%
BHK Investment Advisors, LLC 35,100$3,169,5301.46%
Barden Capital Management, Inc. 15,922$1,437,7571.40%
Mechanics Financial Corp 27,458$2,479,4571.36%
RMR Wealth Builders 93,516$8,444,4931.35%
View complete list of PIMCO ETF TR shareholders