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

PIMCO ETF TR's ticker is CORP and the CUSIP is 72201R817. A total of 144 filers reported holding PIMCO ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$205,111
-66.8%
2,251
-65.4%
0.00%
-71.4%
Q2 2023$617,947
-8.6%
6,515
-7.3%
0.01%
-12.5%
Q1 2023$676,189
-11.2%
7,029
-14.2%
0.02%
-20.0%
Q4 2022$761,856
+42.9%
8,192
+40.3%
0.02%
+42.9%
Q3 2022$533,000
-11.9%
5,838
-7.1%
0.01%
-6.7%
Q2 2022$605,000
-9.6%
6,286
-2.1%
0.02%0.0%
Q1 2022$669,000
-5.1%
6,424
+2.8%
0.02%
+7.1%
Q4 2021$705,0006,2490.01%
Other shareholders
PIMCO ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
SevenOneSeven Capital Management 30,238$2,753,3916.40%
Mokosak Advisory Group, LLC 171,174$15,598,1886.34%
RAM Investment Partners, LLC 153,129$13,953,1335.90%
Financial Futures Ltd Liability Co. 61,292$5,584,9404.56%
SHEPHERD KAPLAN KROCHUK, LLC 42,147$3,840,4353.34%
ISLAY CAPITAL MANAGEMENT, LLC 42,962$3,914,6973.28%
Gallacher Capital Management LLC 49,909$4,547,7412.84%
WealthOne, LLC 69,479$6,330,8912.56%
Lindenwold Advisors, INC 35,156$3,203,4152.00%
MYECFO, LLC 28,156$2,565,5751.78%
View complete list of PIMCO ETF TR shareholders