VALLEY NATIONAL ADVISERS INC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is LDUR and the CUSIP is 72201R718. A total of 150 filers reported holding PIMCO ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$6,500
-0.8%
69,335
-0.8%
1.14%
+3.1%
Q2 2023$6,550
+1.2%
69,859
+2.3%
1.10%
-3.3%
Q1 2023$6,470
-0.6%
68,319
-0.8%
1.14%
-2.6%
Q4 2022$6,509
-99.9%
68,857
+3.2%
1.17%
-10.4%
Q3 2022$6,256,000
+79.6%
66,694
+83.8%
1.30%
+77.3%
Q2 2022$3,484,000
+9.7%
36,286
+11.4%
0.74%
+20.9%
Q1 2022$3,175,000
+517.7%
32,559
+537.5%
0.61%
+540.0%
Q4 2021$514,000
+8466.7%
5,107
+8411.7%
0.10%
+9400.0%
Q2 2021$6,0000.0%600.0%0.00%0.0%
Q1 2021$6,0000.0%600.0%0.00%0.0%
Q4 2020$6,0000.0%600.0%0.00%0.0%
Q3 2020$6,0000.0%600.0%0.00%0.0%
Q2 2020$6,0000.0%600.0%0.00%
-50.0%
Q1 2020$6,000
-89.3%
60
-89.3%
0.00%
-85.7%
Q4 2019$56,0005600.01%
Other shareholders
PIMCO ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 35,936$3,631,0002.37%
Cedar Wealth Management, LLC 31,011$3,134,0002.15%
B. Riley Financial, Inc. 6,813$688,0000.44%
HOWLAND CAPITAL MANAGEMENT LLC 34,800$3,517,0000.33%
Capital Advisors, Ltd. LLC 5,635$569,0000.25%
LADENBURG THALMANN FINANCIAL SERVICES INC. 145,623$14,714,0000.22%
Asset Planning Services, Ltd. 1,282$130,0000.11%
Virtu KCG Holdings LLC 28,319$2,862,0000.07%
Ancora Advisors LLC 2,000$202,0000.02%
JANE STREET GROUP, LLC 18,597$1,879,0000.01%
View complete list of PIMCO ETF TR shareholders