PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 2 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $422 | -0.2% | 8,418 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $423 | -30.5% | 8,418 | -29.4% | 0.00% | -33.3% |
| Q1 2023 | $609 | +29.6% | 11,923 | +26.6% | 0.00% | +50.0% |
| Q4 2022 | $470 | -99.9% | 9,418 | +1.0% | 0.00% | -33.3% |
| Q3 2022 | $461,000 | +6.5% | 9,321 | +12.5% | 0.00% | 0.0% |
| Q2 2022 | $433,000 | -16.2% | 8,282 | -12.7% | 0.00% | 0.0% |
| Q1 2022 | $517,000 | +51.2% | 9,487 | +52.9% | 0.00% | +50.0% |
| Q4 2021 | $342,000 | -1.7% | 6,204 | -2.2% | 0.00% | 0.0% |
| Q3 2021 | $348,000 | -0.3% | 6,344 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $349,000 | +11.5% | 6,344 | +11.2% | 0.00% | 0.0% |
| Q1 2021 | $313,000 | – | 5,706 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Parkside Advisors LLC | 227,695 | $11,742,000 | 8.70% |
| Destination Wealth Management | 754,814 | $38,926,000 | 4.32% |
| Boston Standard Wealth Management, LLC | 74,324 | $3,828,000,000 | 3.81% |
| Mosaic Financial Partners, Inc. | 107,585 | $5,548,000 | 3.54% |
| Valmark Advisers, Inc. | 2,531,698 | $131,014,000 | 3.17% |
| Twele Capital Management, Inc. | 205,109 | $10,577,000 | 3.15% |
| Courage Miller Partners, LLC | 76,081 | $3,923,000 | 2.92% |
| Arbor Investment Advisors, LLC | 81,076 | $4,181,000 | 2.63% |
| PLANNING ALTERNATIVES LTD /ADV | 161,681 | $8,338,000 | 2.05% |
| Gateway Advisory, LLC | 83,467 | $4,304,000 | 2.04% |