OGOREK ANTHONY JOSEPH /NY/ /ADV - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 396 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$76
-1.3%
8390.0%0.03%
-3.7%
Q1 2024$770.0%8390.0%0.03%
-3.6%
Q4 2023$77
-36.9%
839
-39.7%
0.03%
-41.7%
Q3 2023$122
-3.9%
1,3910.0%0.05%
-2.0%
Q2 2023$127
-1.6%
1,3910.0%0.05%
-7.5%
Q1 2023$129
+3.2%
1,3910.0%0.05%
-1.9%
Q4 2022$125
-99.9%
1,3910.0%0.05%
-8.5%
Q3 2022$124,000
-6.1%
1,3910.0%0.06%
-3.3%
Q2 2022$132,000
-6.4%
1,3910.0%0.06%
+5.2%
Q1 2022$141,000
-7.2%
1,3910.0%0.06%
-10.8%
Q4 2021$152,000
-0.7%
1,3910.0%0.06%
-7.1%
Q3 2021$153,000
-0.6%
1,3910.0%0.07%
+1.4%
Q2 2021$154,000
+1.3%
1,3910.0%0.07%
-8.0%
Q1 2021$152,000
-3.2%
1,3910.0%0.08%
-10.7%
Q4 2020$157,000
+0.6%
1,3910.0%0.08%
-8.7%
Q3 2020$156,000
+0.6%
1,3910.0%0.09%
-16.4%
Q2 2020$155,000
+5.4%
1,3910.0%0.11%
+37.5%
Q1 2020$147,000
-15.5%
1,391
-14.1%
0.08%
-5.9%
Q4 2019$174,000
-1.1%
1,6190.0%0.08%
-19.0%
Q3 2019$176,000
+1.1%
1,6190.0%0.10%
-10.3%
Q2 2019$174,000
+2.4%
1,6190.0%0.12%
+3.5%
Q1 2019$170,000
+2.4%
1,6190.0%0.11%
-14.4%
Q4 2018$166,000
-17.8%
1,619
-18.4%
0.13%
-11.4%
Q3 2018$202,000
-1.0%
1,9830.0%0.15%
-6.3%
Q2 2018$204,000
-1.0%
1,9830.0%0.16%
-11.2%
Q1 2018$206,000
-1.9%
1,9830.0%0.18%
+4.1%
Q4 2017$210,000
-0.5%
1,9830.0%0.17%
-16.5%
Q3 2017$211,000
+23.4%
1,983
+22.5%
0.21%
+30.4%
Q2 2017$171,000
+0.6%
1,6190.0%0.16%
-10.2%
Q1 2017$170,000
+39.3%
1,619
+42.8%
0.18%
+67.6%
Q4 2016$122,0000.0%1,1340.0%0.10%0.0%
Q3 2016$122,000
+0.8%
1,1340.0%0.10%
-3.7%
Q2 2016$121,000
+0.8%
1,1340.0%0.11%
+12.4%
Q1 2016$120,000
+2.6%
1,134
+1.0%
0.10%
-1.0%
Q4 2015$117,0000.0%1,123
+1.2%
0.10%
+2.1%
Q3 2015$117,000
-0.8%
1,110
+0.9%
0.10%
+5.5%
Q2 2015$118,000
-1.7%
1,100
+0.6%
0.09%
+11.0%
Q1 2015$120,000
+4.3%
1,093
+2.0%
0.08%
-4.7%
Q4 2014$115,0001,0720.09%
Other shareholders
PIMCO ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Elwood & Goetz Wealth Advisory Group, LLC 144,969$15,787,00012.49%
Frisch Financial Group, Inc. 176,754$19,248,00011.63%
KAYS FINANCIAL ADVISORY CORP /ADV 524,835$57,154,00010.48%
FundX Investment Group, LLC 179,452$19,542,0006.94%
Regis Management CO LLC 543,672$59,206,0005.01%
Hudson Capital Management LLC 74,696$8,134,383,0004.53%
Family Management Corp 107,622$11,720,0004.37%
Cornerstone Wealth Management, LLC 186,936$20,357,0003.59%
Stokes Capital Advisors, LLC 48,613$5,294,0002.86%
FOUNDERS FINANCIAL SECURITIES LLC 81,087$8,830,0002.82%
View complete list of PIMCO ETF TR shareholders