WealthPlan Investment Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 372 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
WealthPlan Investment Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q4 2023$286,677
-38.8%
3,101
-41.8%
0.05%
-44.6%
Q3 2023$468,289
+84.0%
5,328
+91.8%
0.08%
+9.2%
Q2 2023$254,511
-59.3%
2,778
-58.8%
0.08%
-29.6%
Q1 2023$625,474
-37.8%
6,743
-37.9%
0.11%
+54.3%
Q4 2022$1,005,968
+5.1%
10,850
+5.1%
0.07%0.0%
Q3 2022$957,000
-92.6%
10,324
-92.2%
0.07%
-92.2%
Q1 2022$12,880,000131,8710.89%
Other shareholders
PIMCO ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 335,436$37,082,00024.02%
Cardinal Point Wealth Management LLC 346,378$38,292,00018.00%
Lee Financial Group Hawaii, Inc. 182,199$20,142,00014.81%
HARVEST GROUP WEALTH MANAGEMENT, LLC 178,118$19,691,00011.57%
John W. Brooker & Co., CPAs 164,160$18,148,00010.22%
PRUDENT INVESTORS NETWORK, INC. 161,023$17,801,0008.91%
Hudson Capital Management LLC 193,006$21,337,0008.54%
Elwood & Goetz Wealth Advisory Group, LLC 218,612$24,168,0008.34%
Seascape Capital Management 118,764$13,129,0006.73%
Capital Advisors Wealth Management, LLC 171,350$18,943,0006.72%
View complete list of PIMCO ETF TR shareholders