Vertex Planning Partners, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 117 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
Vertex Planning Partners, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$600,529
+0.7%
11,989
+1.1%
0.21%
+2.0%
Q2 2023$596,608
+31.6%
11,861
+33.5%
0.20%
+18.7%
Q1 2023$453,3378,8820.17%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Parkside Advisors LLC 227,695$11,742,0008.70%
Destination Wealth Management 754,814$38,926,0004.32%
Boston Standard Wealth Management, LLC 74,324$3,828,000,0003.81%
Mosaic Financial Partners, Inc. 107,585$5,548,0003.54%
Valmark Advisers, Inc. 2,531,698$131,014,0003.17%
Twele Capital Management, Inc. 205,109$10,577,0003.15%
Courage Miller Partners, LLC 76,081$3,923,0002.92%
Arbor Investment Advisors, LLC 81,076$4,181,0002.63%
PLANNING ALTERNATIVES LTD /ADV 161,681$8,338,0002.05%
Gateway Advisory, LLC 83,467$4,304,0002.04%
View complete list of PIMCO ETF TR shareholders