Essential Planning, LLC. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 334 filers reported holding PIMCO ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Essential Planning, LLC. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$46,040,960
+1.2%
522,084
+5.1%
25.50%
-1.7%
Q2 2023$45,500,714
+2.3%
496,770
+3.4%
25.95%
-3.8%
Q1 2023$44,492,615
+23.3%
480,490
+19.2%
26.98%
-2.5%
Q4 2022$36,079,863
+3104.3%
402,960
+3107.8%
27.68%
+325.8%
Q3 2022$1,126,00012,5626.50%
Other shareholders
PIMCO ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
INR ADVISORY SERVICES LLC 409,553$43,359,00011.43%
Freedom Investment Management, Inc. 321,312$34,017,0009.70%
Litman Gregory Wealth Management LLC 72,046$7,628,0009.16%
AVALON CAPITAL MANAGEMENT 61,488$6,510,0006.42%
Annex Advisory Services, LLC 121,706$12,885,0006.00%
Capital Analysts, LLC 124,231$13,152,366,0003.94%
SPINNAKER TRUST 194,095$20,549,0003.72%
Somerset Group LLC 42,985$4,551,0003.36%
Gateway Advisory, LLC 55,095$5,833,0003.31%
Hudock, Inc. 25,358$2,685,0002.60%
View complete list of PIMCO ETF TR shareholders