PLANNING ALTERNATIVES LTD /ADV - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 106 filers reported holding PIMCO ETF TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PLANNING ALTERNATIVES LTD /ADV ownership history of PIMCO ETF TR
ValueSharesWeighting
Q1 2020$252,000
-5.6%
4,876
-4.2%
0.06%
+25.5%
Q4 2019$267,000
-33.6%
5,091
-33.7%
0.05%
-36.5%
Q3 2019$402,000
-24.2%
7,676
-23.8%
0.07%
-23.7%
Q2 2019$530,000
-33.8%
10,076
-34.8%
0.10%
-33.6%
Q1 2019$800,000
-27.9%
15,462
-29.1%
0.15%
-37.1%
Q4 2018$1,109,000
-47.8%
21,809
-47.3%
0.23%
-36.1%
Q3 2018$2,125,000
-33.4%
41,401
-32.9%
0.36%
-36.1%
Q2 2018$3,193,000
-13.1%
61,696
-12.7%
0.57%
-15.0%
Q1 2018$3,673,000
-38.9%
70,650
-39.0%
0.67%
-37.7%
Q4 2017$6,012,000
-6.2%
115,725
-5.7%
1.07%
-9.9%
Q3 2017$6,407,000
-5.8%
122,742
-5.9%
1.19%
-8.3%
Q2 2017$6,804,000
-4.3%
130,411
-3.1%
1.30%
-5.7%
Q1 2017$7,108,000
-0.0%
134,538
-0.7%
1.38%
-6.1%
Q4 2016$7,111,000
-4.5%
135,525
-4.1%
1.47%
-8.0%
Q3 2016$7,449,000
-1.5%
141,365
-1.3%
1.60%
-3.1%
Q2 2016$7,565,000
-1.8%
143,171
-2.7%
1.65%
-3.3%
Q1 2016$7,705,000
-2.1%
147,180
-4.0%
1.70%
-7.0%
Q4 2015$7,873,000
-5.6%
153,373
-5.1%
1.83%
-10.6%
Q3 2015$8,338,000
-2.5%
161,681
-1.2%
2.05%
+13.6%
Q2 2015$8,549,000
-0.2%
163,702
-0.8%
1.80%
-7.3%
Q1 2015$8,567,000
-1.4%
165,076
-1.7%
1.94%
+4.2%
Q4 2014$8,686,000
-4.4%
167,902
-3.0%
1.86%
-16.6%
Q3 2014$9,090,000
-0.9%
173,018
+1.0%
2.24%
-1.5%
Q2 2014$9,177,000
+0.8%
171,302
-0.4%
2.27%
-14.9%
Q1 2014$9,105,000
-4.5%
171,979
-6.5%
2.67%
-8.2%
Q4 2013$9,531,000183,9442.90%
Other shareholders
PIMCO ETF TR shareholders Q4 2016
NameSharesValueWeighting ↓
Signify Wealth 379,981$20,139,00013.52%
Nvest Financial, LLC 218,317$11,894,0009.77%
Archvest Wealth Advisors, Inc. 126,796$6,908,0006.23%
BENNICAS & ASSOCIATES, INC. 197,445$10,757,0005.40%
Clear Perspectives Financial Planning, LLC 257,576$14,033,0005.32%
Smart Portfolios, LLC 44,755$2,438,0003.86%
Allegheny Financial Group LTD 146,951$8,006,0003.39%
Lokken Investment Group LLC 76,975$4,161,0003.30%
Arkos Global Advisors 210,894$11,490,0003.00%
AJ WEALTH STRATEGIES, LLC 971,946$52,952,0002.61%
View complete list of PIMCO ETF TR shareholders