PIMCO ETF TR's ticker is TUZ and the CUSIP is 72201R106.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $41,000 | 0.0% | 808 | 0.0% | 0.00% | – |
| Q2 2019 | $41,000 | 0.0% | 808 | 0.0% | 0.00% | – |
| Q1 2019 | $41,000 | 0.0% | 808 | 0.0% | 0.00% | – |
| Q4 2018 | $41,000 | +2.5% | 808 | 0.0% | 0.00% | – |
| Q3 2018 | $40,000 | 0.0% | 808 | 0.0% | 0.00% | – |
| Q2 2018 | $40,000 | 0.0% | 808 | 0.0% | 0.00% | – |
| Q1 2018 | $40,000 | -2.4% | 808 | 0.0% | 0.00% | – |
| Q4 2017 | $41,000 | – | 808 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Gravity Asset Management, Inc. | 33,616 | $1,678,000 | 1.72% |
| Financial Gravity Companies, Inc. | 33,616 | $1,678,000 | 1.72% |
| Freedom Investment Management, Inc. | 477,284 | $23,898,000 | 1.22% |
| Ridgewood Investments LLC | 4,880 | $244,000 | 0.22% |
| Jacobi Capital Management LLC | 14,744 | $738,000 | 0.22% |
| CHATHAM CAPITAL GROUP, INC. | 4,000 | $200,000 | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 77,981 | $3,904,000 | 0.04% |
| Lowe Wealth Advisors, LLC | 1,120 | $56,000 | 0.04% |
| First Allied Advisory Services, Inc. | 12,770 | $644,000 | 0.02% |
| SG Americas Securities, LLC | 50,000 | $2,504,000 | 0.02% |