CREATIVE FINANCIAL DESIGNS INC /ADV - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is MINT and the CUSIP is 72201R833. A total of 613 filers reported holding PIMCO ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

About PIMCO ETF TR

PIMCO ETF TR is a popular exchange-traded fund that has been gaining attention from investors in recent years. The fund is managed by PIMCO, one of the world's largest investment management firms, and is designed to provide investors with exposure to a diversified portfolio of fixed-income securities.

One of the key benefits of investing in PIMCO ETF TR is the fund's focus on high-quality, investment-grade bonds. This means that the fund's holdings are generally considered to be less risky than those of other fixed-income funds, which can be particularly appealing to investors who are looking for a more conservative investment option.

Another advantage of PIMCO ETF TR is its low expense ratio, which is significantly lower than the average expense ratio for other fixed-income ETFs. This can help investors to keep more of their returns, which can be especially important in a low-interest-rate environment.

Despite these benefits, it's important to note that investing in PIMCO ETF TR does come with some risks. Like all investments, the fund is subject to market fluctuations and there is no guarantee that investors will earn a positive return. Additionally, the fund's focus on fixed-income securities means that it may be more vulnerable to interest rate changes than other types of investments.

Overall, PIMCO ETF TR can be a solid choice for investors who are looking for a low-cost, diversified fixed-income investment option. However, as with any investment, it's important to carefully consider your own financial goals and risk tolerance before making a decision.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$528,939
+6.3%
5,282
+5.9%
0.06%
+5.1%
Q2 2023$497,802
+47.9%
4,990
+47.2%
0.06%
+34.1%
Q1 2023$336,557
+340.2%
3,391
+337.5%
0.04%
+300.0%
Q4 2022$76,454
-66.0%
775
-65.9%
0.01%
-70.3%
Q3 2022$225,000
-0.4%
2,273
-0.4%
0.04%0.0%
Q2 2022$226,000
-22.6%
2,281
-21.7%
0.04%
-15.9%
Q1 2022$292,000
-1.4%
2,915
+0.0%
0.04%
-2.2%
Q4 2021$296,000
-8.1%
2,914
-7.8%
0.04%
-15.1%
Q3 2021$322,000
-0.6%
3,160
-0.5%
0.05%
-5.4%
Q2 2021$324,000
-8.0%
3,175
-8.2%
0.06%
-18.8%
Q1 2021$352,0000.0%3,458
+0.3%
0.07%
-8.0%
Q4 2020$352,000
-1.9%
3,446
-2.1%
0.08%
-15.7%
Q3 2020$359,000
-6.3%
3,519
-6.7%
0.09%
-23.3%
Q2 2020$383,000
+3.5%
3,770
+0.8%
0.12%
-38.9%
Q1 2020$370,000
-18.9%
3,741
-16.6%
0.19%
-6.9%
Q4 2019$456,000
+32.2%
4,486
+31.9%
0.20%
+9.7%
Q3 2019$345,000
+46.2%
3,401
+46.5%
0.19%
+45.3%
Q2 2019$236,000
-5.2%
2,322
-5.3%
0.13%
-14.1%
Q1 2019$249,000
+4880.0%
2,452
+4615.4%
0.15%
+3625.0%
Q4 2018$5,0000.0%520.0%0.00%
+33.3%
Q3 2018$5,0000.0%520.0%0.00%0.0%
Q2 2018$5,000
-37.5%
52
-31.6%
0.00%
-40.0%
Q1 2018$8,0000.0%760.0%0.01%0.0%
Q4 2017$8,000
-27.3%
76
-28.3%
0.01%
-16.7%
Q3 2017$11,0000.0%106
+1.0%
0.01%
-14.3%
Q2 2017$11,0001050.01%
Other shareholders
PIMCO ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
Price Capital Management, Inc. 545,630$54,620,03872.10%
JFG Wealth Management, LLC 844,891$84,607,34027.63%
MAGNOLIA CAPITAL ADVISORS LLC 448,020$44,855,72621.51%
Johnson Financial Group, LLC 1,205,874$120,756,22217.25%
MJP ASSOCIATES INC /ADV 497,581$49,827,77414.47%
Goodman Advisory Group, LLC 238,716$23,905,0308.93%
Precision Wealth Strategies, LLC 79,016$7,912,6958.58%
Family Management Corp 351,321$35,181,2657.99%
Advisor OS, LLC 506,983$50,769,3487.61%
Lionsbridge Wealth Management LLC 78,787$7,889,7307.48%
View complete list of PIMCO ETF TR shareholders