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Pimco Etf Tr shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Pimco Etf Tr (MINO) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 4.5k 45.31
2025-06-30 $226k 5.1k 44.23
2025-03-31 $227k 5.1k 44.73

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

Top funds holding Pimco Etf Tr

LPL Financial
Great Valley Advisor Group
CWM
Envestnet Asset Management
Kovitz Investment Group Partners
Wealth Enhancement Advisory Services
Advisor Group Holdings
Goss Wealth Management
Branch Banking & Trust Company
Cary Street Partners Financial
GeoWealth Management
Asio Capital
CarsonAllaria Wealth Management
Private Advisor
Commonwealth Equity Services

View all funds holding Pimco Etf Tr