WealthPlan Investment Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 7 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q4 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 428,369$38,433,00023.04%
Roger Wittlin Investment Advisory, LLC 13,344$658,00017.88%
John W. Brooker & Co., CPAs 194,011$17,407,00011.18%
Hudson Capital Management LLC 230,101$20,645,00010.28%
Treasure Coast Financial Planning 122,258$10,969,0008.80%
PRUDENT INVESTORS NETWORK, INC. 181,020$16,241,0008.59%
Hamilton Wealth, LLC 177,884$15,960,0006.74%
Lee Financial Group Hawaii, Inc. 90,371$8,108,0006.52%
Essential Planning, LLC. 12,562$1,126,0006.50%
Pinnacle Wealth Management, LLC 53,575$4,807,0005.84%
View complete list of PIMCO ETF TR shareholders