WealthPlan Investment Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is and the CUSIP is 72201R635. 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 1.3%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q4 2023$9,026,513
+8.7%
198,734
+2.7%
1.45%
-1.4%
Q3 2023$8,301,773
+68.8%
193,424
+75.2%
1.47%0.0%
Q2 2023$4,919,353
-34.3%
110,386
-34.5%
1.47%
+13.7%
Q1 2023$7,491,496
-53.0%
168,576
-52.7%
1.29%
+15.8%
Q4 2022$15,936,984
+25.1%
356,054
+23.5%
1.11%
+19.8%
Q3 2022$12,736,000
+42.9%
288,213
+45.3%
0.93%
+50.5%
Q1 2022$8,911,000198,4220.62%
Other shareholders
PIMCO ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
CarsonAllaria Wealth Management, Ltd. 102,916$4,417,1553.59%
WealthPlan Investment Management, LLC 193,424$8,301,7731.47%
WealthPLAN Partners, LLC 246,403$10,575,6181.23%
Paulson Wealth Management Inc. 75,177$3,226,5971.13%
BCS Wealth Management 45,037$1,9330.80%
SFG Wealth Management, LLC. 14,039$602,5730.48%
Landmark Wealth Management, LLC 16,516$7090.40%
Summit Investment Advisory Services, LLC 11,143$478,2450.35%
StoneX Group Inc. 45,605$1,9570.27%
GPS Wealth Strategies Group, LLC 27,990$1,201,3160.23%
View complete list of PIMCO ETF TR shareholders