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Pimco Etf Tr shares owned by Evergreen Wealth Partners

Quarter-by-quarter ownership of Pimco Etf Tr (MINO) shares owned by Evergreen Wealth Partners from 13F filings

Historical chart of Evergreen Wealth Partners investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by Evergreen Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr by Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 53k 45.32

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pgim Etf Tr Aaa Clo Etf (PAAA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Ishares Tr U.s. Med Dvc Etf (IHI)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pimco Etf Tr Muni Income Opp (MINO)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Evergreen Wealth Partners

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
CarsonAllaria Wealth Management
GeoWealth Management
Asio Capital
Bridgewealth Advisory Group
Private Advisor

View all funds holding Pimco Etf Tr