VALLEY NATIONAL ADVISERS INC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 372 filers reported holding PIMCO ETF TR in Q2 2022. The put-call ratio across all filers is 1.11 and the average weighting 0.7%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$12,574
+4.2%
143,046
+8.6%
2.20%
+8.3%
Q2 2023$12,066
+13.6%
131,678
+15.0%
2.03%
+8.5%
Q1 2023$10,624
+13.6%
114,533
+13.6%
1.87%
+11.4%
Q4 2022$9,352
-99.7%
100,843
+224.6%
1.68%
+193.4%
Q3 2022$2,745,000
-25.4%
31,066
-19.9%
0.57%
-26.3%
Q2 2022$3,678,000
+3.7%
38,764
+11.2%
0.78%
+14.3%
Q1 2022$3,548,000
-54.2%
34,850
-50.8%
0.68%
-52.6%
Q4 2021$7,754,000
-37.8%
70,868
-37.1%
1.43%
-36.5%
Q3 2021$12,457,000
-6.4%
112,681
-6.0%
2.25%
-7.2%
Q2 2021$13,307,000
-18.8%
119,925
-19.9%
2.43%
-24.2%
Q1 2021$16,395,000
-27.1%
149,785
-24.7%
3.20%
-32.1%
Q4 2020$22,492,000
+42.5%
198,851
+41.6%
4.72%
+30.5%
Q3 2020$15,789,000
+14.4%
140,437
+13.5%
3.61%
+13.7%
Q2 2020$13,802,000
+1.2%
123,684
-3.7%
3.18%
-15.6%
Q1 2020$13,634,000
+2562.9%
128,418
+2603.0%
3.77%
+2843.8%
Q4 2019$512,000
+1.6%
4,751
+2.7%
0.13%
-7.2%
Q3 2019$504,000
+78.7%
4,625
+76.3%
0.14%
+76.9%
Q2 2019$282,0002,6230.08%
Other shareholders
PIMCO ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 428,369$38,433,00023.04%
Roger Wittlin Investment Advisory, LLC 13,344$658,00017.88%
John W. Brooker & Co., CPAs 194,011$17,407,00011.18%
Hudson Capital Management LLC 230,101$20,645,00010.28%
Treasure Coast Financial Planning 122,258$10,969,0008.80%
PRUDENT INVESTORS NETWORK, INC. 181,020$16,241,0008.59%
Hamilton Wealth, LLC 177,884$15,960,0006.74%
Lee Financial Group Hawaii, Inc. 90,371$8,108,0006.52%
Essential Planning, LLC. 12,562$1,126,0006.50%
Pinnacle Wealth Management, LLC 53,575$4,807,0005.84%
View complete list of PIMCO ETF TR shareholders