SAGE FINANCIAL GROUP INC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 366 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$341,756
+37.6%
3,888
+43.4%
0.04%
+46.2%
Q2 2023$248,382
+2.8%
2,711
+4.0%
0.03%
-3.7%
Q1 2023$241,720
-96.2%
2,606
-95.5%
0.03%
-99.1%
Q2 2014$6,289,000
+276.4%
57,693
+268.3%
3.05%
+220.5%
Q1 2014$1,671,000
+3.1%
15,665
+1.3%
0.95%
+21.8%
Q4 2013$1,620,00015,4650.78%
Other shareholders
PIMCO ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 387,178$42,361,00023.94%
Cardinal Point Wealth Management Partners, LLC 354,231$38,815,00016.83%
Lee Financial Group Hawaii, Inc. 163,868$17,929,00013.03%
HARVEST GROUP WEALTH MANAGEMENT, LLC 160,128$17,520,0009.83%
John W. Brooker & Co., CPAs 172,448$18,868,0009.70%
PRUDENT INVESTORS NETWORK, INC. 180,918$19,794,0009.33%
Pinnacle Wealth Management, LLC 97,714$10,691,0009.15%
Elwood & Goetz Wealth Advisory Group, LLC 243,859$26,681,0008.31%
Hudson Capital Management LLC 202,276$22,213,0008.05%
Claremont Financial Group, Inc. 71$1,812,0007.91%
View complete list of PIMCO ETF TR shareholders