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Pimco Etf Tr shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Pimco Etf Tr (BILZ) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 251k 101.19
2025-06-30 $23M 228k 101.20

More positions owned by Walled Lake Planning & Wealth Management

Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
Pimco Ultra Short Government ETF Ultra Short Govt (BILZ)
JPMorgan US Quality Factor Us Qualty Fctr (JQUA)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Apple (AAPL)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Altria (MO)
Huntington Ingalls Inds (HII)
Novartis Sponsored Adr (NVS)
Lockheed Martin Corporation (LMT)
Gilead Sciences (GILD)
Houlihan Lokey Inc cl a (HLI)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding Pimco Etf Tr

AE Wealth Management
Allianz Asset Management
Beacon Capital Management
Captrust Financial Advisors
LPL Financial
Walled Lake Planning & Wealth Management
Summit Financial Wealth Advisors
Parallel Advisors
Goldman Sachs Group
Royal Bank of Canada
Access Financial Services
Mid-American Wealth Advisory Group
Bridgewealth Advisory Group
Essex Financial Services
Thrivent Financial for Lutherans

View all funds holding Pimco Etf Tr