PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 148 filers reported holding PIMCO ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $759 | -11.8% | 15,093 | -10.5% | 0.07% | -4.3% |
Q1 2023 | $861 | -63.3% | 16,873 | -64.1% | 0.07% | -68.8% |
Q4 2022 | $2,346 | -100.0% | 47,050 | -51.0% | 0.22% | -52.3% |
Q3 2022 | $4,748,000 | +9.7% | 96,102 | +16.1% | 0.46% | +8.4% |
Q2 2022 | $4,328,000 | +1.2% | 82,776 | +5.4% | 0.43% | +26.7% |
Q1 2022 | $4,277,000 | – | 78,505 | – | 0.34% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Archvest Wealth Advisors, Inc. | 238,967 | $11,996,198 | 4.90% |
Hudson Portfolio Management LLC | 38,663 | $1,936,630 | 2.20% |
Ameritas Advisory Services, LLC | 815,151 | $40,830,882 | 2.04% |
Kelman-Lazarov, Inc. | 117,026 | $5,861,832 | 1.39% |
MAS Advisors LLC | 18,054 | $904,344 | 1.29% |
Signify Wealth | 9,901 | $495,941 | 0.67% |
Bleakley Financial Group, LLC | 359,069 | $17,985,776 | 0.63% |
Simplicity Solutions, LLC | 359,069 | $17,985,776 | 0.58% |
Lutz Financial Services LLC | 102,690 | $5,143,742 | 0.56% |
Essential Planning, LLC. | 19,847 | $994,118 | 0.55% |